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Compare SFY vs. USHY
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 USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 6 |
Median incremental investment | $690.55 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,223.20 | $3,415.75 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | USHY | |
|---|---|---|
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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (13.73 %) BHP Group Ltd (10.29 %) Westpac Banking Corp (6.37 %) | Global X Usd High Yield Bond (Currency Hedged) 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 % | 0.3 % |
Key Summary
SFY | USHY | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 50 Index - AUD | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.3 % |
Price | $75.87 | $10.57 |
Size | $763.956 million | $23.092 million |
10Y return | 51.11 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.25 % | 4.60 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 6 |
Median incremental investment | $690.55 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,223.20 | $3,415.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | USHY | |
|---|---|---|
Pros |
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Cons |
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SFY | USHY |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |