Compare AU

Compare STW vs. VDBA

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Fund

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 SPDR S&P/ASX 200 Fund (STW) and the Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

STW

VDBA

Popularity

Low

Low

Pearlers invested

349

34

Median incremental investment

$1,002.94

$1,997.59

Median investment frequency

Monthly

Monthly

Median total investment

$4,394.32

$5,169.60

Average age group

> 35

> 35


Key Summary

STW

VDBA

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.

VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.

Top 3 holdings

Commonwealth Bank of Australia (10.40 %)

BHP Group Ltd (8.13 %)

CSL Ltd (5.40 %)

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

Top 3 industries

Financials (55.40 %)

Materials (16.89 %)

Health Care (11.15 %)

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

Management fee

0.05 %

0.27 %


Key Summary

STW

VDBA

Issuer

SPDR

Vanguard

Tracking index

S&P ASX 200

A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR

Asset class

ETF

ETF

Management fee

0.05 %

0.27 %

Price

$74.48

$57.44

Size

$5.499 billion

$1.129 million

10Y return

46.33 %

N/A

Annual distribution yield (5Y)

5.64 %

4.56 %

Market

ASX

ASX

First listed date

27/08/2001

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

STW

VDBA

Popularity

Low

Low

Pearlers invested

349

34

Median incremental investment

$1,002.94

$1,997.59

Median investment frequency

Monthly

Monthly

Median total investment

$4,394.32

$5,169.60

Average age group

> 35

> 35


Pros and Cons

STW

VDBA

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

STW

VDBA

Higher exposure to AU market

Lower 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

Higher distribution yield

Lower distribution yield

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