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Compare AU
Compare SFY vs. ROBO
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 Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 582 |
Median incremental investment | $995.00 | $659.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,361.70 | $1,625.55 |
Average age group | > 35 | > 35 |
Key Summary
SFY | ROBO | |
|---|---|---|
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 696.06m 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. | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) |
Top 3 holdings | BHP Group Ltd (14.94 %) Commonwealth Bank of Australia (12.83 %) Westpac Banking Corp (5.63 %) | Harmonic Drive Systems Inc (2.38 %) Infineon Technologies AG (2.32 %) Celestica Inc Ordinary Shares (Subordinate Voting) (2.09 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | United States (41.45 %) Japan (20.62 %) Germany (9.23 %) |
Management fee | 0.2 % | 0.82 % |
Key Summary
SFY | ROBO | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 50 Index - AUD | ROBO Global Robotics and Automation TR Index |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.82 % |
Price | $75.65 | $108.37 |
Size | $716.496 million | $352.498 million |
10Y return | 46.61 % | N/A |
Annual distribution yield (5Y) | 4.34 % | 3.76 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 582 |
Median incremental investment | $995.00 | $659.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,361.70 | $1,625.55 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | ROBO | |
|---|---|---|
Pros |
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Cons |
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SFY | ROBO |
|---|---|
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 |