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Compare VDBA 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 Vanguard Diversified Balanced Index ETF (VDBA) and the State Street 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
VDBA | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 66 | 21 |
Median incremental investment | $1,055.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,597.94 | $1,218.40 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | SFY | |
|---|---|---|
Strategy | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. | 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 769.06m 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 | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | Commonwealth Bank of Australia (13.47 %) BHP Group Ltd (12.30 %) National Australia Bank Ltd (6.77 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 0.27 % | 0.2 % |
Key Summary
VDBA | SFY | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | 20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.2 % |
Price | $59.51 | $76.11 |
Size | $1.129 million | $747.903 million |
10Y return | N/A | 52.19 % |
Annual distribution yield (5Y) | 3.95 % | 4.29 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 66 | 21 |
Median incremental investment | $1,055.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,597.94 | $1,218.40 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | SFY | |
|---|---|---|
Pros |
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Cons |
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VDBA | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |