Compare AU

Compare SFY vs. FEMX

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 Fidelity Global Emerging Markets Active ETF (FEMX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

FEMX

Popularity

Low

Low

Pearlers invested

16

119

Median incremental investment

$550.00

$1,002.19

Median investment frequency

Monthly

Monthly

Median total investment

$1,227.77

$2,542.32

Average age group

26 - 35

> 35


Key Summary

SFY

FEMX

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.

FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus.

Top 3 holdings

Commonwealth Bank of Australia (12.83 %)

BHP Group Ltd (10.07 %)

CSL Ltd (6.63 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.66 %)

HDFC Bank Ltd (5.59 %)

Naspers Ltd Class N (5.49 %)

Top 3 industries

Financials (55.98 %)

Materials (16.71 %)

Health Care (11.33 %)

Financials (28.61 %)

Information Technology (26.60 %)

Consumer Discretionary (20.97 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

Management fee

0.2 %

0.99 %


Key Summary

SFY

FEMX

Issuer

SPDR

Fidelity

Tracking index

S&P/ASX 50 Index - AUD

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.2 %

0.99 %

Price

$74.22

$6.43

Size

$786.221 million

$186.975 million

10Y return

42.68 %

N/A

Annual distribution yield (5Y)

5.79 %

1.28 %

Market

ASX

ASX

First listed date

27/08/2001

05/11/2018

Purchase fee

$6.50

$6.50


Community Stats

SFY

FEMX

Popularity

Low

Low

Pearlers invested

16

119

Median incremental investment

$550.00

$1,002.19

Median investment frequency

Monthly

Monthly

Median total investment

$1,227.77

$2,542.32

Average age group

26 - 35

> 35


Pros and Cons

SFY

FEMX

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

FEMX

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

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