Compare AU
Compare STW vs. WXOZ
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 S&P Aussie 200 (STW) and the SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 11 |
Median incremental investment | $1,002.28 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,465.12 | $2,519.91 |
Average age group | > 35 | > 35 |
Key Summary
STW | WXOZ | |
|---|---|---|
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 5535.91m 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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 405.4m in AUM and 763 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Commonwealth Bank of Australia (10.31 %) BHP Group Ltd (8.09 %) CSL Ltd (5.32 %) | Apple Inc (5.57 %) Microsoft Corp (4.63 %) NVIDIA Corp (4.49 %) |
Top 3 industries | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) | Information Technology (59.79 %) Communication Services (13.62 %) Health Care (8.94 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.05 % | 0.07 % |
Key Summary
STW | WXOZ | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P ASX 200 | S&P Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.07 % |
Price | $75.68 | $49.41 |
Size | $5.670 billion | $418.103 million |
10Y return | 52.86 % | 120.58 % |
Annual distribution yield (5Y) | 5.64 % | 5.73 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 346 | 11 |
Median incremental investment | $1,002.28 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,465.12 | $2,519.91 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | WXOZ | |
|---|---|---|
Pros |
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Cons |
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STW | WXOZ |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |