Compare AU
Compare SFY vs. MVOL
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 iShares Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $555.77 | $2,592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,274.65 | $2,599.58 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | MVOL | |
|---|---|---|
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 732.4m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 25.48m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (13.34 %) BHP Group Ltd (10.22 %) CSL Ltd (6.52 %) | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) |
Top 3 industries | Financials (55.27 %) Materials (17.26 %) Health Care (10.71 %) | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 0.2 % | 0.3 % |
Key Summary
SFY | MVOL | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.3 % |
Price | $69.12 | $31.59 |
Size | $729.306 million | $25.431 million |
10Y return | 21.39 % | N/A |
Annual distribution yield (5Y) | 5.85 % | 5.16 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $555.77 | $2,592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,274.65 | $2,599.58 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | MVOL | |
|---|---|---|
Pros |
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Cons |
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SFY | MVOL |
|---|---|
Lower exposure to AU market | Higher 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 |