Compare AU

Compare SFY vs. JEGA

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, shares and ETFs are a popular choice. Two options in the ASX are SFY and JEGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SFY

JEGA

Popularity

Low

N/A

Pearlers invested

16

0

Median incremental investment

$550.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,220.18

$0

Average age group

26 - 35

N/A


Key Summary

SFY

JEGA

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.

N/A

Top 3 holdings

Commonwealth Bank of Australia (13.00 %)

BHP Group Ltd (10.45 %)

CSL Ltd (6.64 %)

Jpm Global Equity Premium Income Complex ETF (100 %)

Top 3 industries

Financials (54.60 %)

Materials (17.51 %)

Health Care (11.26 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.2 %

0 %


Key Summary

SFY

JEGA

Issuer

SPDR

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

Stock

Management fee

0.2 %

0 %

Price

$73.95

$52.34

Size

$782.231 million

N/A

10Y return

42.90 %

N/A

Annual distribution/ dividend yield (5Y)

5.79 %

0.42 %

Market

ASX

ASX

First listed date

27/08/2001

31/07/2024

Purchase fee

$6.50

$6.50


Community Stats

SFY

JEGA

Popularity

Low

N/A

Pearlers invested

16

0

Median incremental investment

$550.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,220.18

$0

Average age group

26 - 35

N/A


Pros and Cons

SFY

JEGA

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

SFY

JEGA

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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