SFY
SPDR S&P/ASX 50 Fund
π¦πΊ ASX
πΈ FINANCIALS
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π Esg
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
+ 3.95%
Annual Growth
5 years average annual growth
π°
3.65%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
15
Pearlers Invested
Since January 2020
π Overview
Key information
π Fund Overview
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.
π Performance
Price History
+40.27%
1M
1Y
10Y
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$68,046.6
after 5 years
$149,108.05
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
ποΈ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out βπ΅ Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out ββ±οΈ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out βπ Top Holdings
Show moreUpdated as of 18 November 2024
Industry Exposure
π¦ Financials
55%
𧱠Materials
17%
π©Ί Health
12%
ποΈ Consumer
7%
π‘ Real Estate
5%
π Energy
4%
π Communication
4%
π° Distributions
Payouts
π° Annual Distribution Yield*
3.65%
π° Annual Distribution Earnings Per $1,000 invested**
$36.49
π° Most Recent Distribution Franked Percentage Estimate
78.55%
π° Average Distribution Franked Percentage Estimate
74.05 %
π° Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of SFY, your last distribution payment(s) would have been:
$ 146.56
on Mon Oct 14 2024
$ 104.61
on Fri Jul 12 2024
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$2.66
26.18%
2023
$2.80
23.11%
2022
$3.64
26.71%
2021
$2.52
25.38%
2020
$1.83
25.55%
2019
$2.92
20.83%
2018
$2.58
27.81%
2017
$2.58
28.74%
2016
$3.42
43.74%
2015
$2.17
44.24%
π΅ Costs
πΌ
0.20%
Management Fee
Included in unit price, not charged by Pearler
πΈ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πΈ Net fee calculatorπ Environmental, Social and Governance scores βΉοΈ
π³
Environmental Score
77
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
βοΈ
Governance Score
80
An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.
π€ Advanced information
Technical Info
π° Price*
$74.78
π° Price To Earnings Ratio
17.53
π° Price To Book Ratio
2.41
π° Leveraged
No
π° Inverse
No
*Price may be up to 24 hours old
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in SFY
15
π Total Capital Earnings
$22K
π Average investment frequency
50 weeks
π΅ Average investment amount
$3,829
β° Last time a customer invested in SFY
7 days
SFY investor breakdown
π΅ Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
39%
Less than 50k
44%
πΆ Age of investors
18 - 25
20%
26 - 34
47%
35 - 90
33%
π Legal gender of investors
Female
60%
Male
40%
Pearlers who invest in SFY also invest in...
VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
4.35%
π Share price
$104.33 AUD
β³οΈ DIVERSIFIED
𧱠MATERIALS
πΈ FINANCIALS
IVV.AX was created on 2007-10-10 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
π Performance (5Yr p.a)
19.63%
π Share price
$61.01 AUD
π HIGH PRICE GROWTH
πΊπΈ UNITED STATES
VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
4.00%
π Share price
$68.57 AUD
β³οΈ DIVERSIFIED
π GLOBAL
VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
13.23%
π Share price
$134.96 AUD
π GLOBAL
π€ TECHNOLOGY
β³οΈ DIVERSIFIED
π HIGH PRICE GROWTH
VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
5.24%
π Share price
$76.51 AUD
π¦πΊ AUSTRALIA
πΈ FINANCIALS
𧱠MATERIALS
β³οΈ DIVERSIFIED
π° HIGH DIVIDEND
Want more shares? Try these...
Sarytogan Graphite Ltd. engages in the exploration and development of mineral properties. The company is headquartered in Subiaco, Western Australia. The company went IPO on 2022-07-18. The firm's Sarytogan Graphite Project is situated in the Karaganda region of Central Kazakhstan and the exploration concession covers approximately 70 square kilometers (km2). The company is located in the industrial mining area and is connected by highway to Karaganda City. The Sarytogan Graphite Project is prospective for graphite. The Sarytogan site is confined to the western and southwestern limbs of the Shiyozek fold, complicated by the large curved Sarytoganbai syncline which trends in northeast and east directions. The west limb of the Sarytoganbai syncline is composed of rhyolite porphyry tuffs and rhyolite porphyry containing interlayers of grit, sandstone, and limestone. The east limb of the Sarytoganbai syncline is characterized by sandstone, shale, siltstone, limestone, and calcareous sandstones that are exposed to the surface. The southwestern part of the site is composed of dark grey carbonaceous siltstones.
π Share price
$0.09 AUD
βοΈ MINING
Sheffield Resources Ltd. engages in exploration and development of mineral sands in Australia and Brazil. The company is headquartered in Perth, Western Australia. The company went IPO on 2010-12-15. The Companyβs operating segments include South Atlantic project, Thunderbird project, and Other. The South Atlantic project consists of mineral sands tenements located in Southeast Brazil. The Thunderbird project consists of mineral sands tenements located in the Canning Basin that form part of the Thunderbird mineral sand mining operation held by Thunderbird Operations Pty Ltd, subsidiary of Kimberley Mineral Sands Pty Ltd (KMS). The South Atlantic Project is located within the Rio Grande do Sul Coastal Plain, a region located in the southernmost state of Brazil, Rio Grande do Sul, along the coast of the Atlantic Ocean. The Thunderbird Mineral Sand Project lies 70 kilometers (km) west of Derby and 30 km north of the sealed Great Northern Highway (GNH) joining Derby and Broome.
π Performance (5Yr p.a)
-9.85%
π Share price
$0.17 AUD
βοΈ MINING
ποΈ
Social Score
88
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.