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Compare AU
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 | 20 | 22 |
Median incremental investment | $693.50 | $2,588.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,057.42 | $11,012.08 |
Average age group | 26 - 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 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. | 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 (12.21 %) BHP Group Ltd (11.91 %) Westpac Banking Corp (6.26 %) | NVIDIA Corp (4.19 %) Apple Inc (3.94 %) Microsoft Corp (2.90 %) |
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 (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
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 | $75.53 | $30.57 |
Size | $730.696 million | N/A |
10Y return | 63.31 % | 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 | 20 | 22 |
Median incremental investment | $693.50 | $2,588.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,057.42 | $11,012.08 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | DGCE | |
|---|---|---|
Pros |
| |
Cons |
|
SFY | DGCE |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |