Compare AU

Compare SFY vs. QMIX

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 SPDR MSCI World Quality Mix Fund (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

QMIX

Popularity

Low

Low

Pearlers invested

16

16

Median incremental investment

$552.72

$2,536.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,383.43

$4,254.20

Average age group

26 - 35

> 35


Key Summary

SFY

QMIX

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 752.38m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested.

Top 3 holdings

Commonwealth Bank of Australia (13.15 %)

BHP Group Ltd (9.88 %)

CSL Ltd (6.50 %)

Apple Inc (2.52 %)

Microsoft Corp (2.31 %)

Meta Platforms Inc Class A (2.22 %)

Top 3 industries

Financials (56.10 %)

Materials (16.57 %)

Health Care (10.91 %)

Information Technology (41.94 %)

Communication Services (21.65 %)

Health Care (21.15 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

United States (67.46 %)

Japan (7.23 %)

United Kingdom of Great Britain and Northern Ireland (3.87 %)

Management fee

0.2 %

0.18 %


Key Summary

SFY

QMIX

Issuer

SPDR

SPDR

Tracking index

S&P/ASX 50 Index - AUD

MSCI WORLD FACTOR MIX A-SERIES INDEX - USD

Asset class

ETF

ETF

Management fee

0.2 %

0.18 %

Price

$74.87

$33.65

Size

$747.225 million

$329.874 million

10Y return

32.68 %

N/A

Annual distribution yield (5Y)

5.85 %

3.95 %

Market

ASX

ASX

First listed date

27/08/2001

14/09/2015

Purchase fee

$6.50

$6.50


Community Stats

SFY

QMIX

Popularity

Low

Low

Pearlers invested

16

16

Median incremental investment

$552.72

$2,536.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,383.43

$4,254.20

Average age group

26 - 35

> 35


Pros and Cons

SFY

QMIX

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

SFY

QMIX

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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