Compare AU
Compare MVS 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 VanEck Small Companies Masters ETF (MVS) 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
MVS | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 16 |
Median incremental investment | $993.50 | $552.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $969.21 | $1,368.45 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVS | SFY | |
|---|---|---|
Strategy | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. | 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 752.38m 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 | Pinnacle Investment Management Group Ltd (2.46 %) Gold Road Resources Ltd (2.46 %) Genesis Minerals Ltd (2.32 %) | Commonwealth Bank of Australia (13.15 %) BHP Group Ltd (9.88 %) CSL Ltd (6.50 %) |
Top 3 industries | Financials (50.99 %) Materials (30.51 %) Consumer Discretionary (18.50 %) | Financials (56.10 %) Materials (16.57 %) Health Care (10.91 %) |
Top 3 countries | Australia (99.99 %) | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) |
Management fee | 0.49 % | 0.2 % |
Key Summary
MVS | SFY | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.2 % |
Price | $19.78 | $74.00 |
Size | $164.285 million | $747.225 million |
10Y return | N/A | 30.73 % |
Annual distribution yield (5Y) | 4.86 % | 5.85 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 16 |
Median incremental investment | $993.50 | $552.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $969.21 | $1,368.45 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVS | SFY | |
|---|---|---|
Pros |
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Cons |
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MVS | SFY |
|---|---|
Higher exposure to AU market | Lower 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 |