Compare AU
Compare SFY vs. QUAL
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 MSCI Global 'Quality' (ex-AUS) (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 1,280 |
Median incremental investment | $550.00 | $856.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,233.87 | $3,412.72 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | QUAL | |
|---|---|---|
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. | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
Top 3 holdings | Commonwealth Bank of Australia (12.91 %) BHP Group Ltd (9.88 %) CSL Ltd (6.70 %) | Apple Inc (5.22 %) Microsoft Corp (4.98 %) Meta Platforms Inc Class A (4.91 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) |
Management fee | 0.2 % | 0.4 % |
Key Summary
SFY | QUAL | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 50 Index - AUD | MSCI World ex Australia Quality Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.4 % |
Price | $74.41 | $58.91 |
Size | $786.221 million | $6.842 billion |
10Y return | 42.99 % | 260.97 % |
Annual distribution yield (5Y) | 5.79 % | 1.85 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 1,280 |
Median incremental investment | $550.00 | $856.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,233.87 | $3,412.72 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | QUAL | |
|---|---|---|
Pros |
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Cons |
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SFY | QUAL |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |