STW
SPDR S&P/ASX 200 Fund
💸 FINANCIALS
🇦🇺 AUSTRALIA
🕊️ SOCIALLY AWARE
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 3.43%
Annual Growth
5 years average annual growth
💰
4.09%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
314
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
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 5042.09m 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.
📈 Performance
Price History
+38.64%
1M
1Y
10Y
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$67,130.92
after 5 years
$145,021.59
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show more
Updated as of 2 May 2024
Industry Exposure
🏦 Financials
50%
🧱 Materials
20%
🩺 Health
12%
📙 Other
10%
🛍️ Consumer
7%
Country Exposure
🇦🇺 Australia
100%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
4.09%
💰 Annual Distribution Earnings Per $1,000 invested**
$40.92
💰 Most Recent Distribution Franked Percentage Estimate
74.48%
💰 Average Distribution Franked Percentage Estimate
72.78 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the 5 year average distribution yield by $1,000
Estimate your distribution
If you held
$
of STW, your last distribution payment(s) would have been:
$ 128.36
on Fri Apr 12 2024
$ 104.27
on Thu Jan 11 2024
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$1.24
74.48%
2023
$2.91
23.42%
2022
$4.20
26.11%
2021
$2.50
23.66%
2020
$1.61
24.58%
2019
$2.84
20.81%
2018
$2.35
27.34%
2017
$2.34
27.80%
2016
$2.73
43.05%
2015
$1.97
86.87%
💵 Costs
💼
0.05%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🍃 Environmental, Social and Governance scores ℹ️
🌳
Environmental Score
83
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
⚖️
Governance Score
80
An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.
🤓 Advanced information
Technical Info
💰 Price
$71.04
💰 Price To Earnings Ratio
18.20
💰 Price To Book Ratio
2.30
💰 Leveraged
No
💰 Inverse
No
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in STW
314
📊 Total Capital Earnings
$5M
🔃 Average investment frequency
38 weeks
💵 Average investment amount
$3,374
⏰ Last time a customer invested in STW
1 day
STW investor breakdown
💵 Income of investors
More than 200k
150k - 200k
7%
100k - 150k
25%
50k - 100k
37%
Less than 50k
24%
👶 Age of investors
18 - 25
10%
26 - 34
38%
35 - 90
52%
🙋 Cis-gender of investors
Female
57%
Male
43%
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🇦🇺 AUSTRALIA
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🛍️ CONSUMER
🕊️
Social Score
92
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.