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Compare AU

Compare SFY vs. WDIV

Compare shares and ETFs on the ASX that you can trade on Pearler.

State Street SPDR S&P/ASX 50 ETF

ASX

Buy

Buy

Overview
Performance

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 State Street SPDR S&P/ASX 50 ETF (SFY) and the State Street SPDR S&P Global Dividend ETF (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SFY

WDIV

Popularity

Low

Low

Pearlers invested

21

56

Median incremental investment

$993.50

$1,013.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,220.48

$3,823.75

Average age group

> 35

> 35

Key Summary

SFY

WDIV

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 738.37m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs.

WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 358.24m in AUM and 98 holdings. The State Street SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD).

Top 3 holdings

Commonwealth Bank of Australia (13.50 %)

BHP Group Ltd (13.17 %)

Westpac Banking Corp (6.17 %)

Altria Group Inc (1.56 %)

Legal & General Group PLC (1.56 %)

Verizon Communications Inc (1.55 %)

Top 3 industries

Financials (54.94 %)

Materials (16.65 %)

Health Care (10.33 %)

Other (28.12 %)

Utilities (27.48 %)

Consumer Discretionary (20.28 %)

Top 3 countries

Australia (97.44 %)

United States (2.56 %)

Canada (20.35 %)

United States (18.37 %)

Japan (10.66 %)

Management fee

0.002 %

0.35 %

Key Summary

SFY

WDIV

Issuer

SPDR

SPDR

Tracking index

S&P/ASX 50 Index - AUD

S&P Global Dividend Aristocrats Index - AUD

Asset class

ETF

ETF

Management fee

0.002 %

0.35 %

Price

$76.28

$21.85

Size

$732.162 million

$357.133 million

10Y return

52.01 %

24.08 %

Annual distribution yield (5Y)

4.34 %

5.07 %

Market

ASX

ASX

First listed date

27/08/2001

04/11/2013

Purchase fee

$6.50

$6.50

Community Stats

SFY

WDIV

Popularity

Low

Low

Pearlers invested

21

56

Median incremental investment

$993.50

$1,013.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,220.48

$3,823.75

Average age group

> 35

> 35

Pros and Cons

SFY

WDIV

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

SFY

WDIV

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield