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Compare AU
Compare STW vs. IXI
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 Global 1200 Consumer Staples (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 409 | 47 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,071.95 | $2,145.67 |
Average age group | > 35 | > 35 |
Key Summary
STW | IXI | |
|---|---|---|
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 6394.42m 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. | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. |
Top 3 holdings | Commonwealth Bank of Australia (10.92 %) BHP Group Ltd (10.25 %) Westpac Banking Corp (4.96 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.96 %) USD CASH (0.52 %) USD/AUD (-0.00 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | United States (60.64 %) United Kingdom of Great Britain and Northern Ireland (11.70 %) Japan (5.91 %) |
Management fee | 0 % | 0.4 % |
Key Summary
STW | IXI | |
|---|---|---|
Issuer | State Street | iShares |
Tracking index | S&P ASX 200 | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0 % | 0.4 % |
Price | $77.73 | $94.12 |
Size | $6.425 billion | $137.663 million |
10Y return | 53.65 % | 39.20 % |
Annual distribution yield (5Y) | 4.38 % | 2.15 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 409 | 47 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,071.95 | $2,145.67 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | IXI | |
|---|---|---|
Pros |
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Cons |
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STW | IXI |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |