Compare AU
Compare SFY vs. UTIP
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 Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $555.77 | $4,023.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,278.72 | $16,008.90 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | UTIP | |
|---|---|---|
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 732.4m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (13.34 %) BHP Group Ltd (10.22 %) CSL Ltd (6.52 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (4.00 %) |
Top 3 industries | Financials (54.48 %) Materials (17.84 %) Health Care (10.82 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.22 % |
Key Summary
SFY | UTIP | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.22 % |
Price | $69.12 | $25.80 |
Size | $691.967 million | $186.661 million |
10Y return | 21.39 % | N/A |
Annual distribution yield (5Y) | 5.85 % | 0.49 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $555.77 | $4,023.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,278.72 | $16,008.90 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | UTIP | |
|---|---|---|
Pros |
| |
Cons |
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SFY | UTIP |
|---|---|
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 |