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Compare AU
Compare STW vs. VSO
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 SPDR S&P/ASX 200 ETF (STW) and the Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 399 | 287 |
Median incremental investment | $1,000.00 | $993.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,148.00 | $2,487.04 |
Average age group | > 35 | > 35 |
Key Summary
STW | VSO | |
|---|---|---|
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 6306.89m in AUM and 201 holdings. The Investment Objective of SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (10.96 %) BHP Group Ltd (8.06 %) Westpac Banking Corp (4.96 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | 0 % | 0.3 % |
Key Summary
STW | VSO | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | S&P ASX 200 | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $78.81 | $77.30 |
Size | $6.230 billion | N/A |
10Y return | 63.71 % | 80.52 % |
Annual distribution yield (5Y) | 4.25 % | 4.68 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 399 | 287 |
Median incremental investment | $1,000.00 | $993.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,148.00 | $2,487.04 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | VSO | |
|---|---|---|
Pros |
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Cons |
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STW | VSO |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |