Compare AU

Compare STW vs. IXI

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

S&P Aussie 200

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 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

346

38

Median incremental investment

$1,002.28

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$2,224.58

Average age group

> 35

> 35


Key Summary

STW

IXI

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.

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 (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %)

USD CASH (0.21 %)

USD/AUD (0.00 %)

Top 3 industries

Financials (55.60 %)

Materials (17.10 %)

Health Care (11.24 %)

Other (99.92 %)

Communication Services (0.08 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

United States (62.00 %)

United Kingdom of Great Britain and Northern Ireland (12.09 %)

Japan (5.56 %)

Management fee

0.05 %

0.4 %


Key Summary

STW

IXI

Issuer

SPDR

iShares

Tracking index

S&P ASX 200

S&P Global 1200 / Consumer Staples -SEC

Asset class

ETF

ETF

Management fee

0.05 %

0.4 %

Price

$75.12

$98.87

Size

$5.670 billion

$136.890 million

10Y return

52.84 %

82.50 %

Annual distribution yield (5Y)

5.64 %

2.18 %

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

346

38

Median incremental investment

$1,002.28

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$2,224.58

Average age group

> 35

> 35


Pros and Cons

STW

IXI

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

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