Compare AU

Compare SFY vs. MGOC

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 MGOC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SFY

MGOC

Popularity

Low

Low

Pearlers invested

16

38

Median incremental investment

$552.72

$807.15

Median investment frequency

Monthly

Monthly

Median total investment

$1,395.83

$3,175.17

Average age group

26 - 35

> 35


Key Summary

SFY

MGOC

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 762.27m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

MGOC.AX was created on 2007-07-01 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss. The Fund aims to deliver 9% p.a. net of fees over the economic cycle.

Top 3 holdings

Commonwealth Bank of Australia (13.31 %)

BHP Group Ltd (9.99 %)

CSL Ltd (6.46 %)

Magellan Global Fund -Open Class Units -Active ETF (100 %)

Top 3 industries

Financials (56.47 %)

Materials (16.71 %)

Consumer Discretionary (10.96 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.2 %

1.35 %


Key Summary

SFY

MGOC

Issuer

SPDR

Magellan

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

1.35 %

Price

$75.45

$3.27

Size

$761.035 million

N/A

10Y return

32.39 %

N/A

Annual distribution/ dividend yield (5Y)

5.85 %

4.23 %

Market

ASX

ASX

First listed date

27/08/2001

29/11/2020

Purchase fee

$6.50

$6.50


Community Stats

SFY

MGOC

Popularity

Low

Low

Pearlers invested

16

38

Median incremental investment

$552.72

$807.15

Median investment frequency

Monthly

Monthly

Median total investment

$1,395.83

$3,175.17

Average age group

26 - 35

> 35


Pros and Cons

SFY

MGOC

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SFY

MGOC

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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