Compare AU

Compare SFY vs. GROW

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 GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SFY

GROW

Popularity

Low

N/A

Pearlers invested

16

0

Median incremental investment

$550.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,227.77

$0

Average age group

26 - 35

N/A


Key Summary

SFY

GROW

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.

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

Commonwealth Bank of Australia (12.83 %)

BHP Group Ltd (10.07 %)

CSL Ltd (6.63 %)

Schroder Real Return (Managed Fund) (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 %)

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.2 %

0.84 %


Key Summary

SFY

GROW

Issuer

SPDR

Schroder

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

0.84 %

Price

$74.22

$3.86

Size

$786.221 million

$56.823 million

10Y return

42.68 %

N/A

Annual distribution/ dividend yield (5Y)

5.79 %

3.83 %

Market

ASX

ASX

First listed date

27/08/2001

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

SFY

GROW

Popularity

Low

N/A

Pearlers invested

16

0

Median incremental investment

$550.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,227.77

$0

Average age group

26 - 35

N/A


Pros and Cons

SFY

GROW

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

GROW

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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