Home
About
Pricing
Log In

What are you looking for?

Home
Pricing
Back
Compare AU

Compare SFY vs. MVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

State Street SPDR S&P/ASX 50 ETF

ASX

Buy

Buy

Overview
Performance

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 State Street SPDR S&P/ASX 50 ETF (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

21

2

Median incremental investment

$993.50

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,217.76

$2,847.08

Average age group

> 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 large cap equity. The ETF currently has 769.06m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF 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 29.78m in AUM and 97 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 (13.47 %)

BHP Group Ltd (12.30 %)

National Australia Bank Ltd (6.77 %)

TELSTRA GROUP LTD (5.53 %)

BHP GROUP LTD (4.44 %)

COMMONWEALTH BANK OF AUSTRALIA (3.74 %)

Top 3 industries

Financials (54.94 %)

Materials (16.65 %)

Health Care (10.33 %)

Financials (29.74 %)

Materials (14.00 %)

Industrials (11.79 %)

Top 3 countries

Australia (97.44 %)

United States (2.56 %)

Australia (99.77 %)

United Kingdom of Great Britain and Northern Ireland (0.23 %)

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

$76.11

$34.51

Size

$736.675 million

$28.767 million

10Y return

54.35 %

N/A

Annual distribution yield (5Y)

4.29 %

4.32 %

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

21

2

Median incremental investment

$993.50

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,217.76

$2,847.08

Average age group

> 35

> 35

Pros and Cons

SFY

MVOL

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

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

Lower distribution yield

Higher distribution yield