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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 State Street SPDR S&P/ASX 200 ETF (STW) and the State Street SPDR S&P World Ex Australia Carbon Aware ETF (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 | 399 | 23 |
Median incremental investment | $1,000.00 | $1,003.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,306.40 | $3,271.04 |
Average age group | > 35 | > 35 |
Key Summary
STW | WXOZ | |
|---|---|---|
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 6170.53m in AUM and 202 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. | 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 659.48m in AUM and 690 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | Commonwealth Bank of Australia (9.37 %) BHP Group Ltd (9.03 %) Westpac Banking Corp (4.92 %) | NVIDIA Corp (6.27 %) Apple Inc (5.05 %) Microsoft Corp (4.07 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
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 % | 0.04 % |
Key Summary
STW | WXOZ | |
|---|---|---|
Issuer | State Street | SPDR |
Tracking index | S&P ASX 200 | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0 % | 0.04 % |
Price | $79.29 | $50.94 |
Size | $6.334 billion | $665.676 million |
10Y return | 69.75 % | 117.32 % |
Annual distribution yield (5Y) | 4.31 % | 6.71 % |
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 | 399 | 23 |
Median incremental investment | $1,000.00 | $1,003.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,306.40 | $3,271.04 |
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 |