Compare AU
Compare SFY vs. AUST
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 SPDR S&P/ASX 50 Fund (SFY) and the BetaShares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 1 |
Median incremental investment | $555.77 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,278.35 | $1,884.96 |
Average age group | 26 - 35 | < 26 |
Key Summary
SFY | AUST | |
|---|---|---|
Strategy | 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 732.4m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 31.6m in AUM and 201 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | Commonwealth Bank of Australia (13.34 %) BHP Group Ltd (10.22 %) CSL Ltd (6.52 %) | COMMONWEALTH BANK OF AUSTRALIA (10.18 %) BHP GROUP LTD (8.10 %) CSL LTD (5.15 %) |
Top 3 industries | Financials (55.27 %) Materials (17.26 %) Health Care (10.71 %) | Financials (26.55 %) Other (21.86 %) Materials (14.64 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.2 % | 0.49 % |
Key Summary
SFY | AUST | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | S&P/ASX 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.49 % |
Price | $69.10 | $16.83 |
Size | $729.306 million | $31.664 million |
10Y return | 21.27 % | N/A |
Annual distribution yield (5Y) | 5.85 % | 4.83 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 1 |
Median incremental investment | $555.77 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,278.35 | $1,884.96 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
SFY | AUST | |
|---|---|---|
Pros |
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Cons |
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SFY | AUST |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |