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Compare SFY vs. YMAX
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 Betashares Aus Top 20 Eqy Yield Max Complex ETF (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 86 |
Median incremental investment | $993.50 | $1,180.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,225.92 | $2,789.73 |
Average age group | > 35 | > 35 |
Key Summary
SFY | YMAX | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. 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. | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. YMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an index. |
Top 3 holdings | Commonwealth Bank of Australia (12.12 %) BHP Group Ltd (12.04 %) Westpac Banking Corp (6.37 %) | ALL AU 02/19/26 C60 (0 %) AS51 02/19/26 C9025 (0 %) ANZ AU 02/19/26 C38.5 (0 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (100.00 %) |
Management fee | 0.2 % | 0.76 % |
Key Summary
SFY | YMAX | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.76 % |
Price | $76.62 | $7.55 |
Size | $727.816 million | $644.592 million |
10Y return | 68.03 % | -11.49 % |
Annual distribution yield (5Y) | 4.29 % | 8.22 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 86 |
Median incremental investment | $993.50 | $1,180.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,225.92 | $2,789.73 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | YMAX | |
|---|---|---|
Pros |
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Cons |
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SFY | YMAX |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |