Back
Compare AU
Compare MVW 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 Australian Equal Weight ETF (MVW) and the 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
MVW | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 266 | 19 |
Median incremental investment | $841.10 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,661.00 | $1,216.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVW | SFY | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | 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 770.11m in AUM and 52 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | South32 Ltd (1.76 %) Northern Star Resources Ltd (1.76 %) Evolution Mining Ltd (1.71 %) | Commonwealth Bank of Australia (13.90 %) BHP Group Ltd (10.22 %) Westpac Banking Corp (6.30 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (97.03 %) United States (2.97 %) | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) |
Management fee | 0.35 % | 0.2 % |
Key Summary
MVW | SFY | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MVIS Australia Equal Weight Index - AUD | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.2 % |
Price | $39.11 | $75.50 |
Size | $3.149 billion | $760.928 million |
10Y return | 85.97 % | 51.97 % |
Annual distribution yield (5Y) | 3.59 % | 4.25 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 266 | 19 |
Median incremental investment | $841.10 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,661.00 | $1,216.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVW | SFY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MVW | SFY |
|---|---|
Higher exposure to AU market | Lower 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 |