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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 | 21 |
Median incremental investment | $5,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,140.08 | $1,614.00 |
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 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 large cap equity. The ETF currently has 714.01m in AUM and 52 holdings. 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. |
Top 3 holdings | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | BHP Group Ltd (14.17 %) Commonwealth Bank of Australia (13.20 %) National Australia Bank Ltd (5.75 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | |
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 | $9.97 | $80.31 |
Size | $14.068 million | $746.162 million |
10Y return | N/A | 54.80 % |
Annual dividend/ distribution yield (5Y) | 5.09 % | 4.40 % |
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 | 21 |
Median incremental investment | $5,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,140.08 | $1,614.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USHY | SFY | |
|---|---|---|
Pros |
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Cons |
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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 |
Higher distribution yield | Lower distribution yield |