Compare AU

Compare USD vs. STW

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

BetaShares U.S. Dollar ETF

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 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

354

Median incremental investment

$1,978.27

$1,002.94

Median investment frequency

Monthly

Monthly

Median total investment

$1,039.35

$4,584.76

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 (10.41 %)

BHP Group Ltd (8.20 %)

CSL Ltd (5.26 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.00 %)

Financials (56.14 %)

Materials (16.56 %)

Health Care (10.88 %)

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

$75.56

Size

$83.399 million

$5.597 billion

10Y return

25.44 %

40.24 %

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

354

Median incremental investment

$1,978.27

$1,002.94

Median investment frequency

Monthly

Monthly

Median total investment

$1,039.35

$4,584.76

Average age group

> 35

> 35


Pros and Cons

USD

STW

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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