SFY vs IOZ - Compare ETFs side by side

At a glance

Comparing SFY and IOZ. IOZ has the lower management fee at 0.05% a year, SFY has the higher 10 years return at 9% a year, and SFY offers the higher at 3.77%.

Lower fee

IOZ 0.05% p.a.

Higher 10 years return

SFY 9% p.a.

Higher yield

SFY 3.77%

Higher risk-adjusted

SFY Sharpe 0.56 (10y)

Lower volatility

SFY 13% (10y)

Larger fund

IOZ $9.3bn

Side-by-side comparison

Metric	SFY State Street SPDR S&P/ASX 50 ETF	IOZ iShares Core S&P/ASX 200 ETF
Snapshot
Provider	State Street	iShares
Tracks index	S&P/ASX 50 Index	S&P/ASX 200 Index
Categories	AU, Large-Cap	AU, Large-Cap, Market-Cap
Listed since	2001 (25 yrs)	2010 (16 yrs)
Fund size (AUM)	$731m	$9.3bn
Cost & income
Management fee	0.2%	0.05%
Dividend yield	3.77%	3.37%
Franking	80%	80%
Turnover	6%	3%
Tax drag	0.47%	0.36%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	6.7% net	5.9% net
3-year return	10.7% net	10.3% net
5-year return	8.4% net	7.9% net
10-year return	9% net	8.9% net
Risk
Volatility (3y)	10.5%	10.7%
Volatility (5y)	12%	12.4%
Volatility (10y)	13%	13.3%
Sharpe ratio (3y)	0.63	0.59
Sharpe ratio (5y)	0.47	0.42
Sharpe ratio (10y)	0.56	0.55
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

SFY State Street SPDR S&P/ASX 50 ETF

Low-cost: a 0.2% management fee keeps more of the return in your pocket.
Pays a useful 3.77% income yield.

Cheaper alternatives exist: IOZ, STW, and VAS.

Full SFY analysis →

IOZ iShares Core S&P/ASX 200 ETF

Low-cost: a 0.05% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: MQAE and A200.

Full IOZ analysis →

Frequently Asked Questions

What's the difference between SFY vs IOZ?

SFY and IOZ are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 10 years, SFY has delivered the higher total return (9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - SFY vs IOZ?

IOZ has the lower management fee at 0.05% a year, versus SFY 0.2%.

Which has performed higher - SFY vs IOZ?

Over the past 10 years, SFY has delivered the higher total return at 9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

SFY pays the higher at 3.77%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IOZ is the larger fund by assets ($9.3bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

SFY vs ILC SFY vs VLC SFY vs STW SFY vs VAS IOZ vs STW IOZ vs VAS IOZ vs A200 IOZ vs MQAE

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.