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Compare SFY vs. WDIV
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 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 |
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Cons |
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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 |