Compare AU
Compare VGAD 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 MSCI Index International Shares (Hedged) ETF (VGAD) 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
VGAD | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 493 | 16 |
Median incremental investment | $2,030.43 | $552.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,901.75 | $1,368.45 |
Average age group | > 35 | 26 - 35 |
Key Summary
VGAD | SFY | |
|---|---|---|
Strategy | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. | 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 752.38m 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 | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) | Commonwealth Bank of Australia (13.15 %) BHP Group Ltd (9.88 %) CSL Ltd (6.50 %) |
Top 3 industries | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) | Financials (56.10 %) Materials (16.57 %) Health Care (10.91 %) |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) |
Management fee | 0.21 % | 0.2 % |
Key Summary
VGAD | SFY | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.21 % | 0.2 % |
Price | $107.90 | $74.00 |
Size | N/A | $747.225 million |
10Y return | 110.37 % | 30.73 % |
Annual distribution yield (5Y) | 3.46 % | 5.85 % |
Market | ASX | ASX |
First listed date | 20/11/2014 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VGAD | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 493 | 16 |
Median incremental investment | $2,030.43 | $552.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,901.75 | $1,368.45 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VGAD | SFY | |
|---|---|---|
Pros |
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Cons |
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VGAD | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |