Compare AU
Compare SFY vs. ILB
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 Bloomberg AusBond Government Inflation (ILB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | ILB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 8 |
Median incremental investment | $550.00 | $1,363.22 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,220.18 | $4,260.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | ILB | |
---|---|---|
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 792.92m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %) AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %) |
Top 3 industries | Financials (54.60 %) Materials (17.51 %) Health Care (11.26 %) | Other (99.80 %) Communication Services (0.20 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.18 % |
Key Summary
SFY | ILB | |
---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.18 % |
Price | $73.95 | $125.32 |
Size | $782.231 million | $891.512 million |
10Y return | 42.90 % | 11.01 % |
Annual distribution yield (5Y) | 5.79 % | 1.14 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | ILB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 8 |
Median incremental investment | $550.00 | $1,363.22 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,220.18 | $4,260.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | ILB | |
---|---|---|
Pros |
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Cons |
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SFY | ILB |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |