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Compare AU
Compare SFY vs. INES
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 State Street SPDR S&P/ASX 50 ETF (SFY) and the Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 17 |
Median incremental investment | $993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,369.90 | $5,225.48 |
Average age group | > 35 | > 35 |
Key Summary
SFY | INES | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | Commonwealth Bank of Australia (13.80 %) BHP Group Ltd (12.43 %) Westpac Banking Corp (6.56 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.2 % | 0.97 % |
Key Summary
SFY | INES | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.97 % |
Price | $78.28 | $3.38 |
Size | $759.679 million | $65.259 million |
10Y return | 58.82 % | N/A |
Annual distribution yield (5Y) | 4.34 % | 3.86 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 17 |
Median incremental investment | $993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,369.90 | $5,225.48 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | INES | |
|---|---|---|
Pros |
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Cons |
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SFY | INES |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |