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Compare AU
Compare MVE 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 S&P Aussie 50 Mid-Caps (MVE) 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
MVE | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 22 |
Median incremental investment | $885.87 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,942.18 | $1,375.85 |
Average age group | > 35 | > 35 |
Key Summary
MVE | SFY | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | 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 728.86m 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 | ALS Ltd (3.43 %) Orica Ltd (3.05 %) Vicinity Centres (3.00 %) | Commonwealth Bank of Australia (13.57 %) BHP Group Ltd (12.22 %) Westpac Banking Corp (6.40 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (87.98 %) United States (6.16 %) United Kingdom of Great Britain and Northern Ireland (2.27 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 0.45 % | 0.2 % |
Key Summary
MVE | SFY | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | S&P/ASX Midcap 50 Index - AUD | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.2 % |
Price | $43.56 | $78.62 |
Size | $450.824 million | $724.187 million |
10Y return | 171.40 % | 66.60 % |
Annual distribution yield (5Y) | 2.80 % | 4.26 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 22 |
Median incremental investment | $885.87 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,942.18 | $1,375.85 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | SFY | |
|---|---|---|
Pros |
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Cons |
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MVE | 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 |