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Compare SPY vs. FHCO

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

SPDR S&P 500 ETF Trust

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are SPY and FHCO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SPY

FHCO

Popularity

Low

N/A

Pearlers invested

207

0

Median incremental investment

$1,183.25

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,766.36

$0

Average age group

26 - 35

N/A


Key Summary

SPY

FHCO

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term

Top 3 holdings

Apple Inc (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Information Technology (62.32 %)

Consumer Discretionary (14.80 %)

Communication Services (13.14 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Management fee

0.0945 %

0.85 %


Key Summary

SPY

FHCO

Issuer

SPDR

Fidelity

Tracking index

S&P 500

Asset class

ETF

ETF

Management fee

0.0945 %

0.85 %

Price

$922.12

$9.90

Size

$958.570 billion

$954.226 thousand

10Y return

281.31 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.31 %

2.53 %

Market

ASX

ASX

First listed date

13/10/2014

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

SPY

FHCO

Popularity

Low

N/A

Pearlers invested

207

0

Median incremental investment

$1,183.25

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,766.36

$0

Average age group

26 - 35

N/A


Pros and Cons

SPY

FHCO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

FHCO

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

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