Compare AU

Compare SFY vs. EX20

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 50 Fund

ASX

Buy

Buy

Overview
Performance

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 BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

EX20

Popularity

Low

Low

Pearlers invested

16

24

Median incremental investment

$552.72

$1,992.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,385.10

$3,737.93

Average age group

26 - 35

> 35


Key Summary

SFY

EX20

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 752.38m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.

Top 3 holdings

Commonwealth Bank of Australia (13.16 %)

BHP Group Ltd (10.10 %)

CSL Ltd (6.49 %)

BRAMBLES LTD (2.89 %)

SUNCORP GROUP LTD (2.76 %)

XERO LTD (2.74 %)

Top 3 industries

Financials (56.10 %)

Materials (16.57 %)

Health Care (10.91 %)

Materials (15.54 %)

Financials (15.20 %)

Industrials (13.30 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Management fee

0.2 %

0.25 %


Key Summary

SFY

EX20

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 50 Index - AUD

Nasdaq Australia Completion Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

0.25 %

Price

$74.87

$22.45

Size

$747.225 million

$371.232 million

10Y return

32.68 %

N/A

Annual distribution yield (5Y)

5.85 %

3.49 %

Market

ASX

ASX

First listed date

27/08/2001

07/10/2016

Purchase fee

$6.50

$6.50


Community Stats

SFY

EX20

Popularity

Low

Low

Pearlers invested

16

24

Median incremental investment

$552.72

$1,992.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,385.10

$3,737.93

Average age group

26 - 35

> 35


Pros and Cons

SFY

EX20

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SFY

EX20

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

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