Compare AU
Compare VDHG 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 High Growth Funds (VDHG) and the SPDR S&P/ASX 50 Fund (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDHG | SFY | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 8,530 | 16 |
Median incremental investment | $1,000.00 | $550.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,792.40 | $1,227.77 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
VDHG | SFY | |
---|---|---|
Strategy | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesnโt track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. | 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 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) |
Top 3 industries | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) |
Top 3 countries | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) |
Management fee | 0.27 % | 0.2 % |
Key Summary
VDHG | SFY | |
---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.2 % |
Price | $69.81 | $74.41 |
Size | $1.321 million | $786.221 million |
10Y return | N/A | 43.04 % |
Annual distribution yield (5Y) | 5.54 % | 5.79 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDHG | SFY | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 8,530 | 16 |
Median incremental investment | $1,000.00 | $550.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,792.40 | $1,227.77 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
VDHG | SFY | |
---|---|---|
Pros |
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Cons |
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VDHG | SFY |
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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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |