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Compare SFY vs. DGCE
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 Global Core Equity Trust Unhedged - Active ETF (DGCE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 23 |
Median incremental investment | $993.50 | $2,589.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.36 | $3,223.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
SFY | DGCE | |
|---|---|---|
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 769.06m 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. | DGCE.AX was created on 2006-12-05 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio. |
Top 3 holdings | Commonwealth Bank of Australia (13.35 %) BHP Group Ltd (12.40 %) National Australia Bank Ltd (6.64 %) | NVIDIA Corp (4.33 %) Apple Inc (3.77 %) Microsoft Corp (2.79 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) |
Management fee | 0.2 % | 0.36 % |
Key Summary
SFY | DGCE | |
|---|---|---|
Issuer | SPDR | Dimensional |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.36 % |
Price | $76.15 | $28.42 |
Size | $747.903 million | N/A |
10Y return | 52.27 % | N/A |
Annual distribution yield (5Y) | 4.29 % | 2.42 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 23 |
Median incremental investment | $993.50 | $2,589.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.36 | $3,223.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SFY | DGCE | |
|---|---|---|
Pros |
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Cons |
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SFY | DGCE |
|---|---|
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 |