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Compare LEVR vs. SPY
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 First Sentier Geared Australian Share Complex ETF (LEVR) and the SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 305 |
Median incremental investment | $3,056.34 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.90 | $3,107.22 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
LEVR | SPY | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | NVIDIA Corp (8.50 %) Apple Inc (6.92 %) Microsoft Corp (6.71 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0 % | 0.0945 % |
Key Summary
LEVR | SPY | |
|---|---|---|
Issuer | First Sentier | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.0945 % |
Price | $1.55 | $1,035.74 |
Size | N/A | $1.075 trillion |
10Y return | N/A | 247.33 % |
Annual distribution yield (5Y) | 2.50 % | 1.18 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 305 |
Median incremental investment | $3,056.34 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.90 | $3,107.22 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
LEVR | SPY | |
|---|---|---|
Pros |
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Cons |
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LEVR | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |