SFY is an Australian shares ETF that seeks to track the return of the S&P/ASX 50 Index. It invests in the top 50 Australian listed companies.
Key information | |||
---|---|---|---|
Fees | Size | Growth / Defensive | |
0.20% p.a. | $770M | Growth |
Performance | ||
---|---|---|
1 year | 3 years (p.a.) | 5 years (p.a.) |
21.9% | 9.42% | 7.98% |
Performance is as of 30 September 2024. Past performance of financial products is no guarantee of future performance.
Tracks an index for low management fees and more reliable returns.
Provides transparency and potential tax efficiency.
Ample market liquidity with daily entry and exit prices.
Invest in single ETF
Performance is tied to a specific sector or index. You may experience higher volatility and miss out on gains from other sectors or asset classes.
Limited risk management due to exposure to a specific sector or index.
Rebalancing is limited to the investments within the ETF.
Invest in a portfolio of ETFs
Potential for more consistent returns as different assets perform well in different market conditions.
Enhanced risk management through broader diversification across different sectors, asset classes, and geographies.
Easier to maintain desired asset allocation through buying and selling of assets in response to market changes. This can help manage risk and potentially improve returns over time.
Our investment team is regularly researching the ETF universe to determine the best low-cost ETFs available. We build and manage your ETF portfolio for you, so you can get on with enjoying life.
SPDR S&P/ASX 50 Fund (SFY) has seen total returns of 21.9% over the past 1 year, 9.42% p.a. over the past 3 years and 7.98% p.a. over the past 5 years, as of 30 September 2024.
Yes, SFY pays a dividend.
SFY ETF invests in the 50 largest securities by market capitalization in Australia, holdings include: BHP Group Ltd., Commonwealth Bank of Australia, CSL Ltd., National Australia Bank, Westpac Banking Corp.
SFY is an Australian shares ETF that invests in the top 50 largest companies listed on the ASX, tracking the S&P/ASX 50 Index.