Compare AU
Compare SFY vs. IVV
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 ETF (SFY) and the iShares S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 19 | 16,795 |
Median incremental investment | $687.60 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,479.00 | $2,844.44 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | IVV | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 757.86m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | Commonwealth Bank of Australia (13.96 %) BHP Group Ltd (9.96 %) CSL Ltd (5.78 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Financials (55.74 %) Materials (16.87 %) Health Care (9.90 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (99.92 %) |
Management fee | 0.2 % | 0.04 % |
Key Summary
SFY | IVV | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.04 % |
Price | $73.95 | $60.60 |
Size | $757.684 million | $10.676 billion |
10Y return | 31.96 % | 231.13 % |
Annual distribution yield (5Y) | 5.78 % | 10.73 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 19 | 16,795 |
Median incremental investment | $687.60 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,479.00 | $2,844.44 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | IVV | |
|---|---|---|
Pros |
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Cons |
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SFY | IVV |
|---|---|
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 |