Compare AU
Compare STW vs. ISEC
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the S&P Aussie 200 (STW) and the S&P/ASX Bank Bills Enhanced Cash (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 3 |
Median incremental investment | $1,002.28 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,432.08 | $1,207.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
STW | ISEC | |
|---|---|---|
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. | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
Top 3 holdings | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) |
Top 3 industries | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0.05 % | 0.12 % |
Key Summary
STW | ISEC | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P ASX 200 | S&P/ASX Bank Bill Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.12 % |
Price | $75.12 | $100.62 |
Size | $5.670 billion | $246.959 million |
10Y return | 52.84 % | N/A |
Annual distribution yield (5Y) | 5.64 % | 2.05 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 3 |
Median incremental investment | $1,002.28 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,432.08 | $1,207.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
STW | ISEC | |
|---|---|---|
Pros |
| |
Cons |
|
STW | ISEC |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |