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Compare VISM 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 International Small Companies Index ETF (VISM) and the 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
VISM | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 272 | 18 |
Median incremental investment | $1,192.00 | $690.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,646.15 | $1,394.35 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
VISM | SFY | |
|---|---|---|
Strategy | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. | 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 781.23m in AUM and 51 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) | Commonwealth Bank of Australia (14.45 %) BHP Group Ltd (9.12 %) National Australia Bank Ltd (5.74 %) |
Top 3 industries | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) | Financials (56.91 %) Materials (15.30 %) Health Care (9.60 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.32 % | 0.2 % |
Key Summary
VISM | SFY | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | MSCI World ex AU Small Cap | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.2 % |
Price | $67.85 | $75.37 |
Size | N/A | $781.780 million |
10Y return | N/A | 36.17 % |
Annual distribution yield (5Y) | 4.21 % | 5.95 % |
Market | ASX | ASX |
First listed date | 13/11/2018 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VISM | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 272 | 18 |
Median incremental investment | $1,192.00 | $690.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,646.15 | $1,394.35 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
VISM | SFY | |
|---|---|---|
Pros |
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Cons |
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VISM | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |