Compare AU
Compare SFY vs. U100
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 U100. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 130 |
Median incremental investment | $550.00 | $1,016.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,211.27 | $3,093.03 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | U100 | |
|---|---|---|
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 792.92m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | U100.AX was created on 2023-08-21 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 Global X US 100 Index. |
Top 3 holdings | Commonwealth Bank of Australia (12.89 %) BHP Group Ltd (10.08 %) CSL Ltd (6.70 %) | Global X Us 100 ETF. (100 %) |
Top 3 industries | Financials (55.42 %) Materials (16.87 %) Health Care (11.15 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.24 % |
Key Summary
SFY | U100 | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 50 Index - AUD | Global X US 100 Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.24 % |
Price | $73.41 | $15.35 |
Size | $762.832 million | $54.030 million |
10Y return | 38.12 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.79 % | 0.06 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 22/08/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 130 |
Median incremental investment | $550.00 | $1,016.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,211.27 | $3,093.03 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | U100 | |
|---|---|---|
Pros |
| |
Cons |
|
SFY | U100 |
|---|---|
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 |