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Compare AAA vs. SFY
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and SFY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 231 | 19 |
Median incremental investment | $3,879.13 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,954.68 | $1,219.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
AAA | SFY | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 770.11m in AUM and 52 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | Commonwealth Bank of Australia (14.04 %) BHP Group Ltd (10.25 %) Westpac Banking Corp (6.39 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.18 % | 0.2 % |
Key Summary
AAA | SFY | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.2 % |
Price | $50.12 | $76.20 |
Size | $4.637 billion | $760.928 million |
10Y return | -0.04 % | 51.82 % |
Annual dividend/ distribution yield (5Y) | 2.04 % | 4.25 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 231 | 19 |
Median incremental investment | $3,879.13 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,954.68 | $1,219.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AAA | SFY | |
|---|---|---|
Pros |
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Cons |
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AAA | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |