Compare AU
Compare STW vs. ISLM
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 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 | 346 | 5 |
Median incremental investment | $1,002.28 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,465.12 | $1,145.22 |
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 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. | 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 (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %) Pop Mart International Group Ltd Ordinary Shares (7.58 %) Air Products & Chemicals Inc (5.53 %) |
Top 3 industries | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) | Consumer Discretionary (21.57 %) Materials (19.16 %) Information Technology (19.15 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
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 | $75.44 | $1.13 |
Size | $5.670 billion | N/A |
10Y return | 52.37 % | 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 | 346 | 5 |
Median incremental investment | $1,002.28 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,465.12 | $1,145.22 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
STW | ISLM | |
|---|---|---|
Pros |
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Cons |
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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 |