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Compare SFY vs. BBUS
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 Betashares Us Eqy Strong Bear Ccy H Complex ETF (BBUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | BBUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 13 |
Median incremental investment | $693.50 | $8,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,062.18 | $1,230.75 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | BBUS | |
|---|---|---|
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 715.96m 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. | BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. |
Top 3 holdings | Commonwealth Bank of Australia (12.21 %) BHP Group Ltd (11.91 %) Westpac Banking Corp (6.26 %) | AUD - AUSTRALIA DOLLAR (90.51 %) USD - UNITED STATES DOLLAR (9.49 %) S&P500 EMINI FUT SEP25 (0.00 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Other (73.66 %) Communication Services (26.34 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 1.38 % |
Key Summary
SFY | BBUS | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 1.38 % |
Price | $75.47 | $28.17 |
Size | $730.696 million | $124.446 million |
10Y return | 61.05 % | -80.45 % |
Annual distribution yield (5Y) | 4.29 % | 3.14 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 26/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | BBUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 13 |
Median incremental investment | $693.50 | $8,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,062.18 | $1,230.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | BBUS | |
|---|---|---|
Pros |
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Cons |
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SFY | BBUS |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |