Compare AU
Compare SFY vs. IJR
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 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 80 |
Median incremental investment | $550.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,224.63 | $6,613.68 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. 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 small capitalisation US equities. |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (98.93 %) |
Management fee | 0.2 % | 0.07 % |
Key Summary
SFY | IJR | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.07 % |
Price | $74.22 | $194.52 |
Size | $786.221 million | $736.752 million |
10Y return | 43.42 % | 192.40 % |
Annual distribution yield (5Y) | 5.79 % | 1.24 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 80 |
Median incremental investment | $550.00 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,224.63 | $6,613.68 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | IJR | |
|---|---|---|
Pros |
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Cons |
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SFY | IJR |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |