Compare AU

Compare SFY vs. FASI

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, shares and ETFs are a popular choice. Two options in the ASX are SFY and FASI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SFY

FASI

Popularity

Low

Low

Pearlers invested

16

2

Median incremental investment

$550.00

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,227.77

$2,295.00

Average age group

26 - 35

26 - 35


Key Summary

SFY

FASI

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.

FASI.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI All Country Asia ex-Japan Index NR over the medium to long term

Top 3 holdings

Commonwealth Bank of Australia (12.83 %)

BHP Group Ltd (10.07 %)

CSL Ltd (6.63 %)

Fidelity Asia Active ETF (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 %)

Management fee

0.2 %

1.16 %


Key Summary

SFY

FASI

Issuer

SPDR

Fidelity

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

1.16 %

Price

$74.22

$11.02

Size

$786.221 million

$3.159 million

10Y return

42.68 %

N/A

Annual distribution/ dividend yield (5Y)

5.79 %

0.59 %

Market

ASX

ASX

First listed date

27/08/2001

30/05/2024

Purchase fee

$6.50

$6.50


Community Stats

SFY

FASI

Popularity

Low

Low

Pearlers invested

16

2

Median incremental investment

$550.00

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,227.77

$2,295.00

Average age group

26 - 35

26 - 35


Pros and Cons

SFY

FASI

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SFY

FASI

Higher exposure to AU market

Lower 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

Higher distribution yield

Lower distribution yield

Home