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Compare AU
Compare SFY vs. AUMF
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 iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 27 |
Median incremental investment | $993.50 | $471.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,369.90 | $1,016.08 |
Average age group | > 35 | > 35 |
Key Summary
SFY | AUMF | |
|---|---|---|
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. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | Commonwealth Bank of Australia (13.80 %) BHP Group Ltd (12.43 %) Westpac Banking Corp (6.56 %) | COMMONWEALTH BANK OF AUSTRALIA (9.89 %) BHP GROUP LTD (8.62 %) RIO TINTO LTD (4.62 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) |
Management fee | 0.2 % | 0.3 % |
Key Summary
SFY | AUMF | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.3 % |
Price | $78.28 | $39.08 |
Size | $759.679 million | $147.872 million |
10Y return | 58.82 % | N/A |
Annual distribution yield (5Y) | 4.34 % | 4.14 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 27 |
Median incremental investment | $993.50 | $471.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,369.90 | $1,016.08 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | AUMF | |
|---|---|---|
Pros |
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Cons |
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SFY | AUMF |
|---|---|
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 |