Compare AU

Compare SFY vs. MVW

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, 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 VanEck Australian Equal Weight ETF (MVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

MVW

Popularity

Low

Low

Pearlers invested

16

250

Median incremental investment

$552.72

$833.33

Median investment frequency

Monthly

Monthly

Median total investment

$1,381.77

$3,927.80

Average age group

26 - 35

> 35


Key Summary

SFY

MVW

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 750.9m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees.

Top 3 holdings

Commonwealth Bank of Australia (13.16 %)

BHP Group Ltd (10.10 %)

CSL Ltd (6.49 %)

Telix Pharmaceuticals Ltd Ordinary Shares (1.61 %)

Pro Medicus Ltd (1.54 %)

Arcadium Lithium PLC CDI (1.53 %)

Top 3 industries

Financials (55.72 %)

Materials (16.88 %)

Health Care (10.85 %)

Industrials (29.00 %)

Health Care (21.28 %)

Consumer Discretionary (19.67 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Australia (97.03 %)

United States (2.97 %)

Management fee

0.2 %

0.35 %


Key Summary

SFY

MVW

Issuer

SPDR

VanEck

Tracking index

S&P/ASX 50 Index - AUD

MVIS Australia Equal Weight Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

0.35 %

Price

$74.69

$38.32

Size

$762.078 million

$2.678 billion

10Y return

33.26 %

72.46 %

Annual distribution yield (5Y)

5.85 %

4.48 %

Market

ASX

ASX

First listed date

27/08/2001

06/03/2014

Purchase fee

$6.50

$6.50


Community Stats

SFY

MVW

Popularity

Low

Low

Pearlers invested

16

250

Median incremental investment

$552.72

$833.33

Median investment frequency

Monthly

Monthly

Median total investment

$1,381.77

$3,927.80

Average age group

26 - 35

> 35


Pros and Cons

SFY

MVW

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

SFY

MVW

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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