Compare AU

Compare STW vs. MVR

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 Aussie Large-Cap Resources (MVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

STW

MVR

Popularity

Low

Low

Pearlers invested

346

101

Median incremental investment

$1,002.28

$968.62

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$1,887.84

Average age group

> 35

> 35


Key Summary

STW

MVR

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 5766.44m 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.

MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

Commonwealth Bank of Australia (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

Woodside Energy Group Ltd (7.66 %)

BHP Group Ltd (7.56 %)

Rio Tinto Ltd (7.00 %)

Top 3 industries

Financials (55.60 %)

Materials (17.10 %)

Health Care (11.24 %)

Materials (54.70 %)

Energy (21.34 %)

Utilities (9.17 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Australia (95.51 %)

United States (4.49 %)

Management fee

0.05 %

0.35 %


Key Summary

STW

MVR

Issuer

SPDR

VanEck

Tracking index

S&P ASX 200

MVIS Australia Energy & Mining Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.35 %

Price

$75.12

$33.12

Size

$5.718 billion

$424.089 million

10Y return

53.65 %

98.80 %

Annual distribution yield (5Y)

5.64 %

6.14 %

Market

ASX

ASX

First listed date

27/08/2001

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

STW

MVR

Popularity

Low

Low

Pearlers invested

346

101

Median incremental investment

$1,002.28

$968.62

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$1,887.84

Average age group

> 35

> 35


Pros and Cons

STW

MVR

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

STW

MVR

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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