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Compare AU
Compare STW vs. OZBD
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 State Street SPDR S&P/ASX 200 ETF (STW) and the Betashares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 411 | 20 |
Median incremental investment | $1,000.00 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,269.55 | $8,398.78 |
Average age group | > 35 | > 35 |
Key Summary
STW | OZBD | |
|---|---|---|
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 6877.48m in AUM and 204 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. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 1396.75m in AUM and 735 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | BHP Group Ltd (11.02 %) Commonwealth Bank of Australia (9.88 %) National Australia Bank Ltd (4.49 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.446% AUG-41 (0 %) INTL BK RECON & DEVELOP 5.0% NOV-31 (1.22 %) AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.10 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | |
Management fee | 0 % | 0.19 % |
Key Summary
STW | OZBD | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX 200 | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0 % | 0.19 % |
Price | $81.27 | $43.63 |
Size | $6.815 billion | $1.395 billion |
10Y return | 56.95 % | N/A |
Annual distribution yield (5Y) | 4.43 % | 2.91 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 411 | 20 |
Median incremental investment | $1,000.00 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,269.55 | $8,398.78 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | OZBD | |
|---|---|---|
Pros |
| |
Cons |
|
STW | OZBD |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |