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Compare ESGI 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 VanEck MSCI International Sustainable Equity ETF (ESGI) 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
ESGI | SFY | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,252 | 21 |
Median incremental investment | $750.00 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,939.70 | $1,223.04 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | SFY | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 769.06m 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 | ASML Holding NV (7.08 %) Applied Materials Inc (5.12 %) Palo Alto Networks Inc (2.52 %) | Commonwealth Bank of Australia (13.88 %) BHP Group Ltd (11.80 %) National Australia Bank Ltd (6.82 %) |
Top 3 industries | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (46.53 %) Japan (13.58 %) Netherlands (9.23 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 0.55 % | 0.2 % |
Key Summary
ESGI | SFY | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $32.60 | $76.44 |
Size | $218.736 million | $736.675 million |
10Y return | N/A | 53.52 % |
Annual distribution yield (5Y) | 4.24 % | 4.29 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | SFY | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,252 | 21 |
Median incremental investment | $750.00 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,939.70 | $1,223.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | SFY | |
|---|---|---|
Pros |
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Cons |
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ESGI | 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 |