Back
Compare AU
Compare SFY vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 26 |
Median incremental investment | $687.60 | $9,972.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,193.44 | $15,724.35 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2955.59m in AUM and 38 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | Commonwealth Bank of Australia (12.74 %) BHP Group Ltd (10.45 %) Westpac Banking Corp (6.42 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.29 % |
Key Summary
SFY | SUBD | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 50 Index - AUD | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.29 % |
Price | $74.59 | $25.26 |
Size | $751.711 million | $3.105 billion |
10Y return | 51.33 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.25 % | 3.27 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 26 |
Median incremental investment | $687.60 | $9,972.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,193.44 | $15,724.35 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | SUBD | |
|---|---|---|
Pros |
| |
Cons |
|
SFY | SUBD |
|---|---|
Higher exposure to AU market | Lower 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 |