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Compare AU
Compare STW vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 390 | 2 |
Median incremental investment | $1,000.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,106.56 | $795.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
STW | GIVE | |
|---|---|---|
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 6238.32m 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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Commonwealth Bank of Australia (10.59 %) BHP Group Ltd (7.97 %) Westpac Banking Corp (4.87 %) | Deterra Royalties Ltd Ordinary Shares (5.84 %) Reliance Worldwide Corp Ltd (5.22 %) EVT Ltd (5.20 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0 % | 0.65 % |
Key Summary
STW | GIVE | |
|---|---|---|
Issuer | SPDR | Perpetual |
Tracking index | S&P ASX 200 | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.65 % |
Price | $79.79 | $3.18 |
Size | $6.230 billion | N/A |
10Y return | 65.37 % | N/A |
Annual distribution yield (5Y) | 4.22 % | 9.27 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 390 | 2 |
Median incremental investment | $1,000.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,106.56 | $795.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
STW | GIVE | |
|---|---|---|
Pros |
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Cons |
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STW | GIVE |
|---|---|
Higher exposure to AU market | Lower 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 |