Compare AU

Compare SFY vs. QMAX

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 BetaShares Nasdaq 100 Yield Max (Managed Fund) (QMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

QMAX

Popularity

Low

Low

Pearlers invested

16

4

Median incremental investment

$550.00

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,233.87

$10,574.08

Average age group

26 - 35

> 35


Key Summary

SFY

QMAX

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 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

QMAX.AX was created on 2022-10-04 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QMAX.AX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market.

Top 3 holdings

Commonwealth Bank of Australia (12.91 %)

BHP Group Ltd (9.88 %)

CSL Ltd (6.70 %)

NDX UL 07/19/24 C20280 (0 %)

NDX UL 07/19/24 C20275 (0 %)

NDX UL 07/19/24 C20325 (0 %)

Top 3 industries

Financials (55.98 %)

Materials (16.71 %)

Health Care (11.33 %)

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

United States (97.16 %)

Netherlands (0.95 %)

Brazil (0.69 %)

Management fee

0.2 %

0.68 %


Key Summary

SFY

QMAX

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.2 %

0.68 %

Price

$74.78

$30.04

Size

$786.221 million

$20.218 million

10Y return

43.70 %

N/A

Annual distribution yield (5Y)

5.79 %

2.69 %

Market

ASX

ASX

First listed date

27/08/2001

06/10/2022

Purchase fee

$6.50

$6.50


Community Stats

SFY

QMAX

Popularity

Low

Low

Pearlers invested

16

4

Median incremental investment

$550.00

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,233.87

$10,574.08

Average age group

26 - 35

> 35


Pros and Cons

SFY

QMAX

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SFY

QMAX

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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