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Compare STW vs. ULTB
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 iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 403 | 1 |
Median incremental investment | $1,000.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $5,219.97 | $73,023.66 |
Average age group | > 35 | > 35 |
Key Summary
STW | ULTB | |
|---|---|---|
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 6611.1m 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. | N/A |
Top 3 holdings | BHP Group Ltd (10.68 %) Commonwealth Bank of Australia (10.30 %) National Australia Bank Ltd (5.18 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) |
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 % |
Key Summary
STW | ULTB | |
|---|---|---|
Issuer | State Street | |
Tracking index | S&P ASX 200 | |
Asset class | ETF | Stock |
Management fee | 0 % | 0 % |
Price | $77.91 | $89.82 |
Size | $6.441 billion | N/A |
10Y return | 59.23 % | N/A |
Annual distribution yield (5Y) | 4.31 % | 3.38 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 403 | 1 |
Median incremental investment | $1,000.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $5,219.97 | $73,023.66 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | ULTB | |
|---|---|---|
Pros |
| |
Cons |
|
STW | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |