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Compare AGX1 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Antipodes Global Value Active ETF (AGX1) and the State Street SPDR S&P/ASX 50 ETF (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGX1 | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 21 |
Median incremental investment | $578.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.08 | $1,206.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
AGX1 | SFY | |
|---|---|---|
Strategy | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). | 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 721.98m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Microsoft Corp (3.63 %) Amazon.com Inc (3.63 %) TotalEnergies SE (3.00 %) | BHP Group Ltd (13.84 %) Commonwealth Bank of Australia (13.60 %) Westpac Banking Corp (5.92 %) |
Top 3 industries | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (43.98 %) France (9.03 %) China (8.78 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 1.1 % | 0.2 % |
Key Summary
AGX1 | SFY | |
|---|---|---|
Issuer | Antipodes | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.2 % |
Price | $6.79 | $75.40 |
Size | N/A | $724.785 million |
10Y return | N/A | 46.12 % |
Annual distribution yield (5Y) | 10.33 % | 4.34 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGX1 | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 21 |
Median incremental investment | $578.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.08 | $1,206.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AGX1 | SFY | |
|---|---|---|
Pros |
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Cons |
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AGX1 | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |