Compare AU
Compare SFY vs. IGB
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 SPDR S&P/ASX 50 ETF (SFY) and the iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 5 |
Median incremental investment | $687.60 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,444.20 | $1,491.75 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | IGB | |
|---|---|---|
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 739.7m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 426.39m in AUM and 30 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Commonwealth Bank of Australia (14.18 %) BHP Group Ltd (9.93 %) CSL Ltd (6.03 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Financials (56.05 %) Materials (16.46 %) Health Care (10.34 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.26 % |
Key Summary
SFY | IGB | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.26 % |
Price | $72.60 | $99.21 |
Size | $739.261 million | $423.649 million |
10Y return | 33.14 % | -6.01 % |
Annual distribution yield (5Y) | 5.78 % | 1.82 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 5 |
Median incremental investment | $687.60 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,444.20 | $1,491.75 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | IGB | |
|---|---|---|
Pros |
| |
Cons |
|
SFY | IGB |
|---|---|
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 |