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Compare AU
Compare SFY vs. ISEC
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 iShares Enhanced Cash ETF (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 6 |
Median incremental investment | $993.50 | $2,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,202.08 | $12,463.24 |
Average age group | > 35 | > 35 |
Key Summary
SFY | ISEC | |
|---|---|---|
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. | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 526.09m in AUM and 2 holdings. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
Top 3 holdings | Commonwealth Bank of Australia (12.12 %) BHP Group Ltd (12.04 %) Westpac Banking Corp (6.37 %) | RBC MONEY MARKET 11AM (13.55 %) UNITED OVERSEAS BANK LTD (SYDNEY B (5.02 %) NORFINA LTD (2.81 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | |
Management fee | 0.2 % | 0.12 % |
Key Summary
SFY | ISEC | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | S&P/ASX Bank Bill Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.12 % |
Price | $75.13 | $100.51 |
Size | $741.183 million | $522.405 million |
10Y return | 57.70 % | N/A |
Annual distribution yield (5Y) | 4.29 % | 2.18 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 6 |
Median incremental investment | $993.50 | $2,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,202.08 | $12,463.24 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | ISEC | |
|---|---|---|
Pros |
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Cons |
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SFY | ISEC |
|---|---|
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 |