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Compare AU
Compare SFY vs. EX20
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 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 | 21 | 35 |
Median incremental investment | $993.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,206.40 | $5,047.16 |
Average age group | > 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 large cap equity. The ETF currently has 721.98m 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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 644.2m in AUM and 180 holdings. 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 | BHP Group Ltd (13.84 %) Commonwealth Bank of Australia (13.60 %) Westpac Banking Corp (5.92 %) | SPI 200 FUTURES JUN26 (0 %) NORTHERN STAR RESOURCES LTD (3.04 %) EVOLUTION MINING LTD (2.76 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) |
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 | $75.61 | $21.92 |
Size | $724.785 million | $640.575 million |
10Y return | 46.53 % | N/A |
Annual distribution yield (5Y) | 4.34 % | 3.01 % |
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 | 21 | 35 |
Median incremental investment | $993.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,206.40 | $5,047.16 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | EX20 | |
|---|---|---|
Pros |
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Cons |
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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 |