Compare AU

Compare SFY vs. R3AL

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, shares and ETFs are a popular choice. Two options in the ASX are SFY and R3AL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SFY

R3AL

Popularity

Low

N/A

Pearlers invested

16

0

Median incremental investment

$552.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,395.83

$0

Average age group

26 - 35

N/A


Key Summary

SFY

R3AL

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 762.27m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

N/A

Top 3 holdings

Commonwealth Bank of Australia (13.31 %)

BHP Group Ltd (9.99 %)

CSL Ltd (6.46 %)

Martin Currie Real Income Fund - Active ETF (100 %)

Top 3 industries

Financials (56.47 %)

Materials (16.71 %)

Consumer Discretionary (10.96 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.2 %

0 %


Key Summary

SFY

R3AL

Issuer

SPDR

Tracking index

S&P/ASX 50 Index - AUD

Asset class

ETF

Stock

Management fee

0.2 %

0 %

Price

$75.45

$1.555

Size

$761.035 million

N/A

10Y return

31.81 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

5.85 %

- %

Market

ASX

ASX

First listed date

27/08/2001

27/01/2025

Purchase fee

$6.50

$6.50


Community Stats

SFY

R3AL

Popularity

Low

N/A

Pearlers invested

16

0

Median incremental investment

$552.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,395.83

$0

Average age group

26 - 35

N/A


Pros and Cons

SFY

R3AL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

SFY

R3AL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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