Compare AU
Compare STW vs. MVS
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 Aussie Small-Cap Dividends (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 9 |
Median incremental investment | $1,001.76 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,450.96 | $908.04 |
Average age group | > 35 | > 35 |
Key Summary
STW | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | Australia (99.99 %) |
Management fee | 0.05 % | 0.49 % |
Key Summary
STW | MVS | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P ASX 200 | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.49 % |
Price | $75.12 | $19.68 |
Size | $5.670 billion | $86.589 million |
10Y return | 52.84 % | N/A |
Annual distribution yield (5Y) | 5.64 % | 4.91 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 9 |
Median incremental investment | $1,001.76 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,450.96 | $908.04 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | MVS | |
|---|---|---|
Pros |
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Cons |
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STW | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |