Compare AU
Compare SFY vs. EINC
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 EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $550.00 | $765.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $11,109.41 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | EINC | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (97.66 %) New Zealand (2.34 %) |
Management fee | 0.2 % | 0.85 % |
Key Summary
SFY | EINC | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.85 % |
Price | $73.95 | $8.81 |
Size | $786.221 million | $22.700 million |
10Y return | 42.90 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.79 % | 5.87 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 19/02/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $550.00 | $765.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $11,109.41 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | EINC | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SFY | EINC |
|---|---|
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 |