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Compare AU
Compare SFY vs. IGRO
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 High Growth Esg ETF (IGRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 13 |
Median incremental investment | $687.60 | $755.47 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,208.00 | $1,865.76 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | IGRO | |
|---|---|---|
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 770.11m in AUM and 52 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds |
Top 3 holdings | Commonwealth Bank of Australia (13.76 %) BHP Group Ltd (10.17 %) Westpac Banking Corp (6.36 %) | iShares Core MSCI Wld Ex Aus ESG ETF (43.25 %) iShares Core MSCI Australia ESG ETF (28.55 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (18.52 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) |
Management fee | 0.2 % | 0.22 % |
Key Summary
SFY | IGRO | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.22 % |
Price | $74.59 | $35.55 |
Size | $760.928 million | $21.418 million |
10Y return | 51.33 % | N/A |
Annual distribution yield (5Y) | 4.25 % | 2.33 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 13 |
Median incremental investment | $687.60 | $755.47 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,208.00 | $1,865.76 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | IGRO | |
|---|---|---|
Pros |
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Cons |
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SFY | IGRO |
|---|---|
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 |