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Compare BOND 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 State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) 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
BOND | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 20 |
Median incremental investment | $516.50 | $995.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $583.40 | $1,362.24 |
Average age group | > 35 | > 35 |
Key Summary
BOND | SFY | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 50.37m in AUM and 257 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | 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 696.06m 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 | Australia (Commonwealth of) 3.75% (1.69 %) Australia (Commonwealth of) 4.25% (1.69 %) Australia (Commonwealth of) 4.75% (1.26 %) | BHP Group Ltd (14.68 %) Commonwealth Bank of Australia (12.71 %) Westpac Banking Corp (5.61 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | |
Management fee | 0.1 % | 0.2 % |
Key Summary
BOND | SFY | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.2 % |
Price | $25.36 | $75.68 |
Size | $51.431 million | $716.496 million |
10Y return | -5.43 % | 48.36 % |
Annual distribution yield (5Y) | 1.53 % | 4.34 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 20 |
Median incremental investment | $516.50 | $995.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $583.40 | $1,362.24 |
Average age group | > 35 | > 35 |
Pros and Cons
BOND | SFY | |
|---|---|---|
Pros |
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Cons |
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BOND | 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 |