Compare AU
Compare SFY vs. MVE
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 50 Mid-Caps (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 36 |
Median incremental investment | $550.00 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $2,917.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Commonwealth Bank of Australia (13.00 %) BHP Group Ltd (10.45 %) CSL Ltd (6.64 %) | CAR Group Ltd (4.68 %) Pro Medicus Ltd (4.41 %) REA Group Ltd (4.03 %) |
Top 3 industries | Financials (54.60 %) Materials (17.51 %) Health Care (11.26 %) | Communication Services (25.45 %) Materials (17.95 %) Information Technology (17.84 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 0.2 % | 0.45 % |
Key Summary
SFY | MVE | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 50 Index - AUD | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.45 % |
Price | $73.95 | $40.80 |
Size | $782.231 million | $316.300 million |
10Y return | 44.15 % | 107.32 % |
Annual distribution yield (5Y) | 5.79 % | 3.49 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 36 |
Median incremental investment | $550.00 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $2,917.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | MVE | |
|---|---|---|
Pros |
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Cons |
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SFY | MVE |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |