Compare AU
Compare SFY vs. ESGI
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 SPDR S&P/ASX 50 Fund (SFY) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 1,227 |
Median incremental investment | $550.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.2 % | 0.55 % |
Key Summary
SFY | ESGI | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 50 Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.55 % |
Price | $73.95 | $37.16 |
Size | $786.221 million | $202.822 million |
10Y return | 42.90 % | N/A |
Annual distribution yield (5Y) | 5.79 % | 3.26 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 1,227 |
Median incremental investment | $550.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | ESGI | |
|---|---|---|
Pros |
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Cons |
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SFY | ESGI |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |