Compare AU
Compare SFY vs. WVOL
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 Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 4 |
Median incremental investment | $550.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,233.87 | $3,660.26 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | WVOL | |
|---|---|---|
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 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (12.91 %) BHP Group Ltd (9.88 %) CSL Ltd (6.70 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.2 % | 0.3 % |
Key Summary
SFY | WVOL | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 50 Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.3 % |
Price | $74.41 | $42.74 |
Size | $786.221 million | $89.893 million |
10Y return | 42.99 % | N/A |
Annual distribution yield (5Y) | 5.79 % | 2.71 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 4 |
Median incremental investment | $550.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,233.87 | $3,660.26 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | WVOL | |
|---|---|---|
Pros |
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Cons |
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SFY | WVOL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |