Compare AU
Compare SFY vs. QPON
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 ETF (SFY) and the Betashares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 12 |
Median incremental investment | $687.60 | $3,813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,444.20 | $3,631.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | QPON | |
|---|---|---|
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 739.7m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1607.27m in AUM and 13 holdings. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | Commonwealth Bank of Australia (14.18 %) BHP Group Ltd (9.93 %) CSL Ltd (6.03 %) | COMMONWEALTH BANK OF AUSTRALIA FRN AUG-29 (10.12 %) NATIONAL AUSTRALIA BANK LTD FRN NOV-29 (10.09 %) WESTPAC BANKING CORP FRN SEP-29 (10.05 %) |
Top 3 industries | Financials (56.05 %) Materials (16.46 %) Health Care (10.34 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.22 % |
Key Summary
SFY | QPON | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | Solactive Australian Bank Senior Floating Rate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.22 % |
Price | $72.21 | $25.95 |
Size | $739.261 million | $1.592 billion |
10Y return | 32.42 % | N/A |
Annual distribution yield (5Y) | 5.78 % | 2.92 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 12 |
Median incremental investment | $687.60 | $3,813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,444.20 | $3,631.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | QPON | |
|---|---|---|
Pros |
| |
Cons |
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SFY | QPON |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |