Compare AU
Compare SFY vs. VBND
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 Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | VBND | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 121 |
Median incremental investment | $550.00 | $1,027.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $2,449.34 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | VBND | |
---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Commonwealth Bank of Australia (13.00 %) BHP Group Ltd (10.45 %) CSL Ltd (6.64 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
Top 3 industries | Financials (54.60 %) Materials (17.51 %) Health Care (11.26 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.2 % |
Key Summary
SFY | VBND | |
---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | S&P/ASX 50 Index - AUD | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.2 % |
Price | $73.95 | $42.23 |
Size | $782.231 million | $4.291 million |
10Y return | 42.90 % | N/A |
Annual distribution yield (5Y) | 5.79 % | 3.65 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | VBND | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 121 |
Median incremental investment | $550.00 | $1,027.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $2,449.34 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | VBND | |
---|---|---|
Pros |
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Cons |
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SFY | VBND |
---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |