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Compare STW vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are STW and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
STW | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 407 | 31 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,162.35 | $14,909.40 |
Average age group | > 35 | > 35 |
Key Summary
STW | SUBD | |
|---|---|---|
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 6281.65m in AUM and 203 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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3496.66m in AUM and 37 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | Commonwealth Bank of Australia (11.01 %) BHP Group Ltd (9.69 %) Westpac Banking Corp (5.27 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | |
Management fee | 0 % | 0.29 % |
Key Summary
STW | SUBD | |
|---|---|---|
Issuer | State Street | VanEck |
Tracking index | S&P ASX 200 | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.29 % |
Price | $77.05 | $25.10 |
Size | $6.259 billion | $3.577 billion |
10Y return | 63.14 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.28 % | 3.50 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 407 | 31 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,162.35 | $14,909.40 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | SUBD | |
|---|---|---|
Pros |
| |
Cons |
|
STW | SUBD |
|---|---|
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 |