Compare AU

Compare STW vs. ISLM

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

SPDR S&P/ASX 200 Fund

ASX

Buy

Buy

Overview
Performance

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 SPDR S&P/ASX 200 Fund (STW) and the Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

STW

ISLM

Popularity

Low

Low

Pearlers invested

337

5

Median incremental investment

$1,002.94

$503.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,611.60

$1,094.77

Average age group

> 35

26 - 35


Key Summary

STW

ISLM

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 5684.16m in AUM and 205 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.

ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments.

Top 3 holdings

Commonwealth Bank of Australia (9.69 %)

BHP Group Ltd (8.86 %)

CSL Ltd (5.63 %)

Taiwan Semiconductor Manufacturing Co Ltd ADR (6.97 %)

Pop Mart International Group Ltd Ordinary Shares (6.30 %)

Viva Energy Group Ltd Ordinary Shares (5.24 %)

Top 3 industries

Financials (54.29 %)

Materials (18.23 %)

Health Care (11.81 %)

Materials (19.70 %)

Consumer Discretionary (17.38 %)

Other (16.22 %)

Top 3 countries

Australia (100.00 %)

United States (48.68 %)

Australia (25.37 %)

China (17.38 %)

Management fee

0.05 %

1.89 %


Key Summary

STW

ISLM

Issuer

SPDR

Hejaz

Tracking index

S&P ASX 200

MSCI World Islamic

Asset class

ETF

ETF

Management fee

0.05 %

1.89 %

Price

$73.69

$1.085

Size

$5.624 billion

N/A

10Y return

41.55 %

N/A

Annual distribution yield (5Y)

5.64 %

- %

Market

ASX

ASX

First listed date

27/08/2001

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

STW

ISLM

Popularity

Low

Low

Pearlers invested

337

5

Median incremental investment

$1,002.94

$503.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,611.60

$1,094.77

Average age group

> 35

26 - 35


Pros and Cons

STW

ISLM

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

STW

ISLM

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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