Compare AU

Compare SFY vs. IHD

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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

IHD

Popularity

Low

Low

Pearlers invested

16

27

Median incremental investment

$550.00

$644.56

Median investment frequency

Monthly

Monthly

Median total investment

$1,224.63

$1,343.20

Average age group

26 - 35

> 35


Key Summary

SFY

IHD

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.

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

Top 3 holdings

Commonwealth Bank of Australia (12.83 %)

BHP Group Ltd (10.07 %)

CSL Ltd (6.63 %)

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Financials (55.98 %)

Materials (16.71 %)

Health Care (11.33 %)

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Australia (99.25 %)

New Zealand (0.75 %)

Management fee

0.2 %

0.23 %


Key Summary

SFY

IHD

Issuer

SPDR

iShares

Tracking index

S&P/ASX 50 Index - AUD

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

0.23 %

Price

$74.22

$14.60

Size

$786.221 million

$313.421 million

10Y return

43.42 %

3.69 %

Annual distribution yield (5Y)

5.79 %

7.42 %

Market

ASX

ASX

First listed date

27/08/2001

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

SFY

IHD

Popularity

Low

Low

Pearlers invested

16

27

Median incremental investment

$550.00

$644.56

Median investment frequency

Monthly

Monthly

Median total investment

$1,224.63

$1,343.20

Average age group

26 - 35

> 35


Pros and Cons

SFY

IHD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SFY

IHD

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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