Compare AU
Compare SFY vs. VGS
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 MSCI Index International Shares ETF (VGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 16 | 11,953 |
Median incremental investment | $550.00 | $1,074.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $3,935.40 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | VGS | |
|---|---|---|
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. | Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
Top 3 holdings | Commonwealth Bank of Australia (13.00 %) BHP Group Ltd (10.45 %) CSL Ltd (6.64 %) | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (54.60 %) Materials (17.51 %) Health Care (11.26 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.2 % | 0.18 % |
Key Summary
SFY | VGS | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | S&P/ASX 50 Index - AUD | MSCI WorldexAustralia Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.18 % |
Price | $73.95 | $140.55 |
Size | $782.231 million | N/A |
10Y return | 44.15 % | 174.51 % |
Annual distribution yield (5Y) | 5.79 % | 2.37 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 16 | 11,953 |
Median incremental investment | $550.00 | $1,074.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $3,935.40 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | VGS | |
|---|---|---|
Pros |
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Cons |
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SFY | VGS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |