Compare AU
Compare SFY vs. SMLL
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 SPDR S&P/ASX 50 Fund (SFY) and the BetaShares Australian Small Companies Select ETF (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 9 |
Median incremental investment | $552.72 | $2,029.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,378.25 | $4,429.74 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | SMLL | |
|---|---|---|
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 750.9m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 96.81m in AUM and 63 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | Commonwealth Bank of Australia (13.31 %) BHP Group Ltd (9.99 %) CSL Ltd (6.46 %) | SPI 200 FUTURES MAR25 (0 %) INCITEC PIVOT LTD (4.74 %) HUB24 LTD (4.45 %) |
Top 3 industries | Financials (55.72 %) Materials (16.88 %) Health Care (10.85 %) | Materials (28.15 %) Consumer Discretionary (24.38 %) Industrials (12.30 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (98.15 %) China (1.85 %) |
Management fee | 0.2 % | 0.39 % |
Key Summary
SFY | SMLL | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.39 % |
Price | $74.50 | $3.71 |
Size | $762.078 million | $98.765 million |
10Y return | 33.58 % | N/A |
Annual distribution yield (5Y) | 5.85 % | 5.20 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 9 |
Median incremental investment | $552.72 | $2,029.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,378.25 | $4,429.74 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | SMLL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SFY | SMLL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |