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Compare STW vs. IVE
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 State Street SPDR S&P/ASX 200 ETF (STW) and the iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 411 | 91 |
Median incremental investment | $1,000.00 | $1,426.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,329.85 | $5,108.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
STW | IVE | |
|---|---|---|
Strategy | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6788.12m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | BHP Group Ltd (11.32 %) Commonwealth Bank of Australia (9.56 %) National Australia Bank Ltd (4.29 %) | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) |
Management fee | 0 % | 0.32 % |
Key Summary
STW | IVE | |
|---|---|---|
Issuer | State Street | iShares |
Tracking index | S&P ASX 200 | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0 % | 0.32 % |
Price | $78.95 | $145.40 |
Size | $6.792 billion | $608.336 million |
10Y return | 59.79 % | 88.27 % |
Annual distribution yield (5Y) | 4.43 % | 2.97 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 411 | 91 |
Median incremental investment | $1,000.00 | $1,426.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,329.85 | $5,108.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
STW | IVE | |
|---|---|---|
Pros |
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Cons |
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STW | IVE |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |