IOZ vs STW - Compare ETFs side by side

At a glance

Comparing IOZ and STW. IOZ has the lower management fee at 0.05% a year, STW has the higher 10 years return at 8.9% a year, and STW offers the higher at 3.85%.

Lower fee

IOZ 0.05% p.a.

Higher 10 years return

STW 8.9% p.a.

Higher yield

STW 3.85%

Higher risk-adjusted

IOZ Sharpe 0.54 (10y)

Lower volatility

STW 13.3% (10y)

Larger fund

IOZ $9.6bn

Side-by-side comparison

Metric	IOZ iShares Core S&P/ASX 200 ETF	STW State Street SPDR S&P/ASX 200 ETF
Snapshot
Provider	iShares	State Street
Tracks index	S&P/ASX 200 Index	S&P/ASX 200 Index
Categories	AU, Large-Cap, Market-Cap	AU, Large-Cap, Market-Cap
Listed since	2010 (16 yrs)	2001 (25 yrs)
Fund size (AUM)	$9.6bn	$6.6bn
Cost & income
Management fee	0.05%	0.05%
Dividend yield	3.4%	3.85%
Franking	80%	80%
Turnover	3%	3%
Tax drag	0.37%	0.41%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	2.6% net	2.6% net
3-year return	11.3% net	11.4% net
5-year return	7.6% net	7.6% net
10-year return	8.9% net	8.9% net
Risk
Volatility (3y)	10.7%	10.6%
Volatility (5y)	12.4%	12.4%
Volatility (10y)	13.4%	13.3%
Sharpe ratio (3y)	0.68	0.68
Sharpe ratio (5y)	0.38	0.38
Sharpe ratio (10y)	0.54	0.54
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IOZ iShares Core S&P/ASX 200 ETF

Low-cost: a 0.05% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: MQAE and A200.

Full IOZ analysis →

STW State Street SPDR S&P/ASX 200 ETF

Low-cost: a 0.05% management fee keeps more of the return in your pocket.
Pays a useful 3.85% income yield.

Cheaper alternatives exist: A300, MQAE, and A200.

Full STW analysis →

Frequently Asked Questions

What's the difference between IOZ vs STW?

IOZ and STW are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 10 years, STW has delivered the higher total return (8.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IOZ vs STW?

IOZ has the lower management fee at 0.05% a year, versus STW 0.05%.

Which has performed higher - IOZ vs STW?

Over the past 10 years, STW has delivered the higher total return at 8.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

STW pays the higher at 3.85%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IOZ is the larger fund by assets ($9.6bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IOZ vs VAS IOZ vs A200 IOZ vs MQAE IOZ vs QOZ IOZ vs FHCO IOZ vs SYI STW vs VAS STW vs A200

← Back to all ETFs

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.