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Compare AU
Compare SFY vs. 5GOV
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 State Street SPDR S&P/ASX 50 ETF (SFY) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | 5GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 1 |
Median incremental investment | $993.50 | $250.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,369.90 | $1,875.24 |
Average age group | > 35 | > 35 |
Key Summary
SFY | 5GOV | |
|---|---|---|
Strategy | 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 759.21m 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. | 5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 91.5m in AUM and 57 holdings. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars. |
Top 3 holdings | Commonwealth Bank of Australia (13.80 %) BHP Group Ltd (12.43 %) Westpac Banking Corp (6.56 %) | Australia (Commonwealth of) (6.53 %) Australia (Commonwealth of) (6.08 %) Australia (Commonwealth of) (5.72 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | |
Management fee | 0.2 % | 0.22 % |
Key Summary
SFY | 5GOV | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 50 Index - AUD | S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.22 % |
Price | $78.37 | $51.34 |
Size | $754.818 million | $94.279 million |
10Y return | 56.96 % | N/A |
Annual distribution yield (5Y) | 4.34 % | 1.86 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 27/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | 5GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 1 |
Median incremental investment | $993.50 | $250.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,369.90 | $1,875.24 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | 5GOV | |
|---|---|---|
Pros |
| |
Cons |
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SFY | 5GOV |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |