Compare AU

Compare SFY vs. RINC

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 RINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SFY

RINC

Popularity

Low

Low

Pearlers invested

16

1

Median incremental investment

$552.72

$1,094.28

Median investment frequency

Monthly

Monthly

Median total investment

$1,395.83

$168.91

Average age group

26 - 35

26 - 35


Key Summary

SFY

RINC

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.

RINC.AX was created on 2018-02-13 by BetaShares. 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 and to grow this income above the rate of inflation.

Top 3 holdings

Commonwealth Bank of Australia (13.31 %)

BHP Group Ltd (9.99 %)

CSL Ltd (6.46 %)

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

Top 3 industries

Financials (55.72 %)

Materials (16.88 %)

Health Care (10.85 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Australia (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

Management fee

0.2 %

0.85 %


Key Summary

SFY

RINC

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 50 Index - AUD

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.2 %

0.85 %

Price

$75.45

$8.89

Size

$761.035 million

$36.803 million

10Y return

31.81 %

N/A

Annual distribution/β€Šdividend yield (5Y)

5.85 %

3.91 %

Market

ASX

ASX

First listed date

27/08/2001

19/02/2018

Purchase fee

$6.50

$6.50


Community Stats

SFY

RINC

Popularity

Low

Low

Pearlers invested

16

1

Median incremental investment

$552.72

$1,094.28

Median investment frequency

Monthly

Monthly

Median total investment

$1,395.83

$168.91

Average age group

26 - 35

26 - 35


Pros and Cons

SFY

RINC

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SFY

RINC

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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