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Compare U100 vs. SFY
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 Global X Us 100 ETF. (U100) and the SPDR S&P/ASX 50 ETF (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
U100 | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 202 | 19 |
Median incremental investment | $1,218.07 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,745.45 | $1,220.64 |
Average age group | > 35 | 26 - 35 |
Key Summary
U100 | SFY | |
|---|---|---|
Strategy | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 Index. | 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 770.11m in AUM and 52 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | NVIDIA Corp (9.77 %) Apple Inc (9.36 %) Microsoft Corp (8.72 %) | Commonwealth Bank of Australia (14.04 %) BHP Group Ltd (10.25 %) Westpac Banking Corp (6.39 %) |
Top 3 industries | Information Technology (70.72 %) Communication Services (13.08 %) Consumer Discretionary (11.14 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.24 % | 0.2 % |
Key Summary
U100 | SFY | |
|---|---|---|
Issuer | Global X | SPDR |
Tracking index | Global X US 100 Index - Benchmark TR Gross | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.2 % |
Price | $17.45 | $76.20 |
Size | $105.098 million | $760.928 million |
10Y return | N/A | 51.82 % |
Annual distribution yield (5Y) | 0.78 % | 4.25 % |
Market | ASX | ASX |
First listed date | 22/08/2023 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
U100 | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 202 | 19 |
Median incremental investment | $1,218.07 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,745.45 | $1,220.64 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
U100 | SFY | |
|---|---|---|
Pros |
| |
Cons |
|
U100 | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |