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Compare HQUS 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 Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS) and the 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
HQUS | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 19 |
Median incremental investment | $4,993.50 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,024.82 | $1,192.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
HQUS | SFY | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 S&P 500 Equal Weight ETF (100.00 %) | Commonwealth Bank of Australia (12.74 %) BHP Group Ltd (10.45 %) Westpac Banking Corp (6.42 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | 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 | 0.29 % | 0.2 % |
Key Summary
HQUS | SFY | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.2 % |
Price | $44.97 | $74.52 |
Size | N/A | $751.711 million |
10Y return | N/A | 47.95 % |
Annual distribution yield (5Y) | 1.35 % | 4.25 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 19 |
Median incremental investment | $4,993.50 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,024.82 | $1,192.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HQUS | SFY | |
|---|---|---|
Pros |
| |
Cons |
|
HQUS | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |