Compare AU
Compare USD vs. STW
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 BetaShares U.S. Dollar ETF (USD) and the SPDR S&P/ASX 200 Fund (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USD | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 349 |
Median incremental investment | $1,978.27 | $1,002.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,028.95 | $4,826.88 |
Average age group | > 35 | > 35 |
Key Summary
USD | STW | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0.00 %) | Commonwealth Bank of Australia (10.33 %) BHP Group Ltd (8.27 %) CSL Ltd (5.49 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Financials (54.51 %) Materials (17.22 %) Health Care (11.42 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0.45 % | 0.05 % |
Key Summary
USD | STW | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.05 % |
Price | $15.83 | $75.42 |
Size | $83.399 million | $5.597 billion |
10Y return | 30.07 % | 50.24 % |
Annual distribution yield (5Y) | 1.74 % | 5.67 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 349 |
Median incremental investment | $1,978.27 | $1,002.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,028.95 | $4,826.88 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | STW | |
|---|---|---|
Pros |
| |
Cons |
|
USD | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |