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Compare AU
Compare SFY vs. ALFA
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 Australian Long Short Complex ETF (ALFA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 15 |
Median incremental investment | $993.50 | $1,023.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,243.20 | $1,856.48 |
Average age group | > 35 | > 35 |
Key Summary
SFY | ALFA | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. 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. | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. |
Top 3 holdings | Commonwealth Bank of Australia (12.12 %) BHP Group Ltd (12.04 %) Westpac Banking Corp (6.37 %) | Eagers Automotive Ltd (8.78 %) Monadelphous Group Ltd (8.76 %) Pro Medicus Ltd (8.59 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (100.00 %) |
Management fee | 0.2 % | 0.39 % |
Key Summary
SFY | ALFA | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.39 % |
Price | $77.70 | $22.64 |
Size | $727.816 million | $23.934 million |
10Y return | 70.13 % | N/A |
Annual distribution yield (5Y) | 4.29 % | 0.51 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 15 |
Median incremental investment | $993.50 | $1,023.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,243.20 | $1,856.48 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | ALFA | |
|---|---|---|
Pros |
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Cons |
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SFY | ALFA |
|---|---|
Lower exposure to AU market | Higher 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 |