Compare AU
Compare SFY vs. IOZ
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 Aussie 200 (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 695 |
Median incremental investment | $550.00 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,227.77 | $2,359.70 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.2 % | 0.05 % |
Key Summary
SFY | IOZ | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.05 % |
Price | $74.22 | $33.62 |
Size | $786.221 million | $6.311 billion |
10Y return | 42.68 % | 48.11 % |
Annual distribution yield (5Y) | 5.79 % | 5.36 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 695 |
Median incremental investment | $550.00 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,227.77 | $2,359.70 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | IOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SFY | IOZ |
|---|---|
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 |