Compare AU

Compare STW vs. INIF

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Aussie 200

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are STW and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

STW

INIF

Popularity

Low

Low

Pearlers invested

346

10

Median incremental investment

$1,002.28

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$7,841.40

Average age group

> 35

26 - 35


Key Summary

STW

INIF

Strategy

STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5535.91m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

Top 3 holdings

Commonwealth Bank of Australia (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

Top 3 industries

Financials (55.94 %)

Materials (16.72 %)

Health Care (11.34 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Management fee

0.05 %

0.97 %


Key Summary

STW

INIF

Issuer

SPDR

Intelligent Investor

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.05 %

0.97 %

Price

$75.12

$2.80

Size

$5.670 billion

$77.824 million

10Y return

52.84 %

N/A

Annual distribution/ dividend yield (5Y)

5.64 %

6.27 %

Market

ASX

ASX

First listed date

27/08/2001

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

STW

INIF

Popularity

Low

Low

Pearlers invested

346

10

Median incremental investment

$1,002.28

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$7,841.40

Average age group

> 35

26 - 35


Pros and Cons

STW

INIF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

STW

INIF

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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