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Compare IOZ 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 iShares Core S&P/ASX 200 ETF (IOZ) 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
IOZ | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 957 | 21 |
Median incremental investment | $998.84 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,931.39 | $1,254.56 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | SFY | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 760.98m 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 | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | BHP Group Ltd (13.49 %) Commonwealth Bank of Australia (13.01 %) National Australia Bank Ltd (6.55 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 0.05 % | 0.2 % |
Key Summary
IOZ | SFY | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P ASX 200 | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.2 % |
Price | $35.76 | $78.41 |
Size | $8.484 billion | $765.419 million |
10Y return | 64.94 % | 58.18 % |
Annual distribution yield (5Y) | 4.03 % | 4.29 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 957 | 21 |
Median incremental investment | $998.84 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,931.39 | $1,254.56 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | SFY | |
|---|---|---|
Pros |
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Cons |
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IOZ | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |