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Compare SFY vs. DAVA
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 Dimensional Australian Value Trust - Active ETF (DAVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 6 |
Median incremental investment | $993.50 | $3,593.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,202.08 | $7,430.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
SFY | DAVA | |
|---|---|---|
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. | DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia. |
Top 3 holdings | Commonwealth Bank of Australia (12.12 %) BHP Group Ltd (12.04 %) Westpac Banking Corp (6.37 %) | Westpac Banking Corp (9.35 %) National Australia Bank Ltd (9.14 %) ANZ Group Holdings Ltd (8.70 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (100.00 %) |
Management fee | 0.2 % | 0.336 % |
Key Summary
SFY | DAVA | |
|---|---|---|
Issuer | SPDR | Dimensional |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.336 % |
Price | $75.13 | $31.22 |
Size | $727.816 million | N/A |
10Y return | 57.70 % | N/A |
Annual distribution yield (5Y) | 4.29 % | 4.42 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 6 |
Median incremental investment | $993.50 | $3,593.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,202.08 | $7,430.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SFY | DAVA | |
|---|---|---|
Pros |
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Cons |
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SFY | DAVA |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |