Compare AU
Compare SFY vs. R3AL
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | 19 | 0 |
Median incremental investment | $687.60 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,444.20 | $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 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. | R3AL.AX was created on 2025-01-28 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Commonwealth Bank of Australia (14.18 %) BHP Group Ltd (9.93 %) CSL Ltd (6.03 %) | Martin Currie Real Income Fund - Active ETF (100 %) |
Top 3 industries | Financials (56.05 %) Materials (16.46 %) Health Care (10.34 %) | |
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 | Martin Currie |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0 % |
Price | $72.21 | $1.64 |
Size | $739.261 million | N/A |
10Y return | 32.42 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.78 % | 0.17 % |
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 | 19 | 0 |
Median incremental investment | $687.60 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,444.20 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
SFY | R3AL | |
|---|---|---|
Pros |
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Cons |
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SFY | R3AL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |