Compare AU

Compare FAIR vs. SFY

Compare shares and ETFs on the ASX that you can trade on Pearler.

Australian Sustainability Leaders

ASX

Buy

Buy

Overview
Performance

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 Australian Sustainability Leaders (FAIR) and the SPDR S&P/ASX 50 Fund (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

FAIR

SFY

Popularity

Medium

Low

Pearlers invested

1,101

16

Median incremental investment

$748.76

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,530.05

$1,233.87

Average age group

26 - 35

26 - 35


Key Summary

FAIR

SFY

Strategy

The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses.

SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

SUNCORP GROUP LTD (4.66 %)

COCHLEAR LTD (4.61 %)

Commonwealth Bank of Australia (12.91 %)

BHP Group Ltd (9.88 %)

CSL Ltd (6.70 %)

Top 3 industries

Financials (20.29 %)

Health Care (18.54 %)

Information Technology (14.60 %)

Financials (55.98 %)

Materials (16.71 %)

Health Care (11.33 %)

Top 3 countries

Australia (89.09 %)

New Zealand (6.19 %)

United States (4.72 %)

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.49 %

0.2 %


Key Summary

FAIR

SFY

Issuer

BetaShares

SPDR

Tracking index

Nasdaq Future Australian Sustainability Leaders Index - AUD

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.2 %

Price

$21.45

$74.41

Size

$1.393 billion

$786.221 million

10Y return

N/A

42.99 %

Annual distribution yield (5Y)

3.39 %

5.79 %

Market

ASX

ASX

First listed date

29/11/2017

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

FAIR

SFY

Popularity

Medium

Low

Pearlers invested

1,101

16

Median incremental investment

$748.76

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,530.05

$1,233.87

Average age group

26 - 35

26 - 35


Pros and Cons

FAIR

SFY

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

FAIR

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

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