Compare AU
Compare STW vs. MVE
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 Aussie 50 Mid-Caps (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 36 |
Median incremental investment | $1,002.28 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,484.00 | $2,950.09 |
Average age group | > 35 | > 35 |
Key Summary
STW | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Commonwealth Bank of Australia (10.38 %) BHP Group Ltd (7.95 %) CSL Ltd (5.39 %) | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) |
Top 3 industries | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 0.05 % | 0.45 % |
Key Summary
STW | MVE | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P ASX 200 | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.45 % |
Price | $75.68 | $41.04 |
Size | $5.670 billion | $307.898 million |
10Y return | 52.37 % | 108.54 % |
Annual distribution yield (5Y) | 5.64 % | 3.49 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 36 |
Median incremental investment | $1,002.28 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,484.00 | $2,950.09 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | MVE | |
|---|---|---|
Pros |
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Cons |
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STW | MVE |
|---|---|
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 |