Compare AU

Compare SFY vs. YMAX

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

SPDR S&P/ASX 50 Fund

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 SPDR S&P/ASX 50 Fund (SFY) and the BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund) (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

16

43

Median incremental investment

$550.00

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,211.27

$3,719.17

Average age group

26 - 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 total market equity. The ETF currently has 792.92m in AUM and 52 holdings. The Investment Objective of each Fund 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 (12.89 %)

BHP Group Ltd (10.08 %)

CSL Ltd (6.70 %)

ANZ AU 01/16/25 C29.5 (0 %)

ALL AU 01/16/25 C71 (0 %)

AS51 01/16/25 C8325 (0 %)

Top 3 industries

Financials (55.42 %)

Materials (16.87 %)

Health Care (11.15 %)

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Top 3 countries

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

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

$73.41

$7.93

Size

$762.832 million

$531.143 million

10Y return

38.12 %

-28.88 %

Annual distribution yield (5Y)

5.79 %

10.30 %

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

16

43

Median incremental investment

$550.00

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,211.27

$3,719.17

Average age group

26 - 35

> 35


Pros and Cons

SFY

YMAX

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

Higher distribution yield

Lower distribution yield

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