Compare AU
Compare SFY vs. VHY
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 Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 1,386 |
Median incremental investment | $555.77 | $1,013.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,274.65 | $2,343.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | VHY | |
|---|---|---|
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. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (13.34 %) BHP Group Ltd (10.22 %) CSL Ltd (6.52 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Financials (55.27 %) Materials (17.26 %) Health Care (10.71 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (99.89 %) China (0.11 %) |
Management fee | 0.2 % | 0.25 % |
Key Summary
SFY | VHY | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | S&P/ASX 50 Index - AUD | FTSE Australia High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.25 % |
Price | $69.12 | $71.24 |
Size | $729.306 million | N/A |
10Y return | 21.39 % | 3.02 % |
Annual distribution yield (5Y) | 5.85 % | 7.12 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 1,386 |
Median incremental investment | $555.77 | $1,013.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,274.65 | $2,343.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | VHY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SFY | VHY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |