Compare AU
Compare USHY 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, shares and ETFs are a popular choice. Two options in the ASX are USHY and SFY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 19 |
Median incremental investment | $7,000.00 | $593.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,239.15 | $1,406.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
USHY | SFY | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 17.69m in AUM and 1163 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. | 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 680.08m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. |
Top 3 holdings | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | Commonwealth Bank of Australia (13.27 %) BHP Group Ltd (10.21 %) CSL Ltd (6.31 %) |
Top 3 industries | Financials (55.97 %) Materials (16.38 %) Health Care (10.49 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.3 % | 0.2 % |
Key Summary
USHY | SFY | |
|---|---|---|
Issuer | Global X | SPDR |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.2 % |
Price | $10.17 | $70.34 |
Size | $17.916 million | $707.426 million |
10Y return | N/A | 20.65 % |
Annual dividend/ distribution yield (5Y) | 2.90 % | 5.78 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 19 |
Median incremental investment | $7,000.00 | $593.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,239.15 | $1,406.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USHY | SFY | |
|---|---|---|
Pros |
| |
Cons |
|
USHY | 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 |