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Compare SFY vs. EAFZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are SFY and EAFZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 4 |
Median incremental investment | $993.50 | $788.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,223.04 | $1,682.42 |
Average age group | > 35 | > 35 |
Key Summary
SFY | EAFZ | |
|---|---|---|
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. | N/A |
Top 3 holdings | Commonwealth Bank of Australia (13.88 %) BHP Group Ltd (11.80 %) National Australia Bank Ltd (6.82 %) | Ellerston Asia Growth Fund Complex ETF (100 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | |
Management fee | 0.2 % | 0 % |
Key Summary
SFY | EAFZ | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.2 % | 0 % |
Price | $76.44 | $7.63 |
Size | $736.675 million | N/A |
10Y return | 53.52 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.29 % | 7.94 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 07/06/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 4 |
Median incremental investment | $993.50 | $788.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,223.04 | $1,682.42 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | EAFZ | |
|---|---|---|
Pros |
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Cons |
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SFY | EAFZ |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |