Compare AU

Compare SFY vs. ILB

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 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

SFY

ILB

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

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