Compare AU
Compare SFY vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 8 |
Median incremental investment | $550.00 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $1,013.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | Commonwealth Bank of Australia (31.02 %) National Australia Bank Ltd (13.89 %) Westpac Banking Corp (13.22 %) |
Top 3 industries | Financials (54.60 %) Materials (17.51 %) Health Care (11.26 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.2 % | 0.4 % |
Key Summary
SFY | OZF | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.4 % |
Price | $73.95 | $28.97 |
Size | $782.231 million | $59.452 million |
10Y return | 42.90 % | 39.08 % |
Annual distribution yield (5Y) | 5.79 % | 5.17 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 8 |
Median incremental investment | $550.00 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $1,013.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | OZF | |
|---|---|---|
Pros |
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Cons |
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SFY | OZF |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |