Compare AU
Compare SFY vs. IHVV
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 Fund (SFY) and the S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 164 |
Median incremental investment | $550.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,227.77 | $3,434.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (94.52 %) |
Management fee | 0.2 % | 0.1 % |
Key Summary
SFY | IHVV | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.1 % |
Price | $74.22 | $55.73 |
Size | $786.221 million | $2.040 billion |
10Y return | 42.68 % | N/A |
Annual distribution yield (5Y) | 5.79 % | 51.08 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 164 |
Median incremental investment | $550.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,227.77 | $3,434.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | IHVV | |
|---|---|---|
Pros |
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Cons |
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SFY | IHVV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |