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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 ETF (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 | 19 | 18 |
Median incremental investment | $687.60 | $1,994.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,193.44 | $4,303.53 |
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 large cap equity. The ETF currently has 770.11m in AUM and 52 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF 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 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 (12.91 %) BHP Group Ltd (10.25 %) Westpac Banking Corp (6.47 %) | SPI 200 FUTURES DEC25 (0 %) PERSEUS MINING LTD (5.50 %) CAPRICORN METALS LTD (4.26 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) |
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 | $74.59 | $4.62 |
Size | $760.928 million | $306.355 million |
10Y return | 51.33 % | N/A |
Annual distribution yield (5Y) | 4.25 % | 4.25 % |
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 | 19 | 18 |
Median incremental investment | $687.60 | $1,994.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,193.44 | $4,303.53 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | SMLL | |
|---|---|---|
Pros |
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Cons |
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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 |