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Compare SFY vs. GEAR
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 Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 307 |
Median incremental investment | $998.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,544.40 | $2,518.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
SFY | GEAR | |
|---|---|---|
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 696.06m 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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 535.47m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | BHP Group Ltd (15.11 %) Commonwealth Bank of Australia (12.37 %) Westpac Banking Corp (5.57 %) | BHP GROUP LTD (25.89 %) COMMONWEALTH BANK OF AUSTRALIA (21.29 %) WESTPAC BANKING CORP (9.45 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) |
Management fee | 0.2 % | 0.8 % |
Key Summary
SFY | GEAR | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.8 % |
Price | $77.22 | $35.98 |
Size | $704.692 million | $569.040 million |
10Y return | 53.61 % | 100.11 % |
Annual distribution yield (5Y) | 4.34 % | 5.62 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 307 |
Median incremental investment | $998.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,544.40 | $2,518.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SFY | GEAR | |
|---|---|---|
Pros |
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Cons |
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SFY | GEAR |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |