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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the State Street SPDR S&P/ASX 50 ETF (SFY) and the Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 20 | 0 |
Median incremental investment | $693.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,053.08 | $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 large cap equity. The ETF currently has 715.96m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 488.94m in AUM and 40 holdings. 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 (12.07 %) BHP Group Ltd (11.63 %) Westpac Banking Corp (6.33 %) | Scentre Group (6.93 %) APA Group (5.82 %) Aurizon Holdings Ltd (5.66 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (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 | Martin Currie |
Tracking index | S&P/ASX 50 Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0 % |
Price | $75.12 | $1.63 |
Size | $730.696 million | $489.420 million |
10Y return | 57.12 % | N/A |
Annual distribution yield (5Y) | 4.29 % | 4.17 % |
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 | 20 | 0 |
Median incremental investment | $693.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,053.08 | $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 |