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Compare ICOR 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 iShares Core Corporate Bond ETF (ICOR) 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
ICOR | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $556.14 | $690.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,455.22 | $1,389.91 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ICOR | SFY | |
|---|---|---|
Strategy | ICOR.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 341.9m in AUM and 308 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 | AUD CASH (1.52 %) WESTPAC BANKING CORP MTN (1.12 %) NATIONAL AUSTRALIA BANK LTD MTN RegS (0.82 %) | Commonwealth Bank of Australia (14.74 %) BHP Group Ltd (8.82 %) National Australia Bank Ltd (5.78 %) |
Top 3 industries | Other (97.76 %) Communication Services (0.97 %) Utilities (0.59 %) | Financials (58.22 %) Materials (14.74 %) Health Care (9.34 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.15 % | 0.2 % |
Key Summary
ICOR | SFY | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | Bloomberg AusBond Credit 0+ Yr Index - AUD | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.2 % |
Price | $97.33 | $75.13 |
Size | $434.788 million | $787.785 million |
10Y return | N/A | 41.70 % |
Annual distribution yield (5Y) | 2.08 % | 4.24 % |
Market | ASX | ASX |
First listed date | 28/05/2020 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ICOR | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $556.14 | $690.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,455.22 | $1,389.91 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ICOR | SFY | |
|---|---|---|
Pros |
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Cons |
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ICOR | SFY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |