Compare AU

Compare IVV vs. SFY

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

S&P US 500

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 S&P US 500 (IVV) 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

IVV

SFY

Popularity

High

Low

Pearlers invested

12,472

16

Median incremental investment

$1,000.00

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,034.08

$1,233.87

Average age group

26 - 35

26 - 35


Key Summary

IVV

SFY

Strategy

iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market.

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

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Commonwealth Bank of Australia (12.83 %)

BHP Group Ltd (10.07 %)

CSL Ltd (6.63 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Financials (55.98 %)

Materials (16.71 %)

Health Care (11.33 %)

Top 3 countries

United States (99.92 %)

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.04 %

0.2 %


Key Summary

IVV

SFY

Issuer

iShares

SPDR

Tracking index

S&P 500 - AUD

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.04 %

0.2 %

Price

$63.24

$74.41

Size

$10.019 billion

$786.221 million

10Y return

284.60 %

42.99 %

Annual distribution yield (5Y)

13.82 %

5.79 %

Market

ASX

ASX

First listed date

10/10/2007

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

IVV

SFY

Popularity

High

Low

Pearlers invested

12,472

16

Median incremental investment

$1,000.00

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,034.08

$1,233.87

Average age group

26 - 35

26 - 35


Pros and Cons

IVV

SFY

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IVV

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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