Grow it · ETFs

SFY vs STW

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing SFY and STW. STW 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
STW 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
STW $6.7bn

Side-by-side comparison

Metric SFY
State Street SPDR S&P/ASX 50 ETF
STW
State Street SPDR S&P/ASX 200 ETF
Snapshot
Provider
State Street
State Street
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)
2001 (25 yrs)
Fund size (AUM)
$731m
$6.7bn
Cost & income
Management fee
0.2%
0.05%
Dividend yield
3.77%
3.63%
Franking
80%
80%
Turnover
6%
3%
Tax drag 0.47% 0.39%
Returns
Tax bracket
1-year return
6.7%
net
5.9%
net
3-year return
10.7%
net
10.4%
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
0.6
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.
STW State Street SPDR S&P/ASX 200 ETF
  • Low-cost: a 0.05% management fee keeps more of the return in your pocket.
  • Pays a useful 3.63% income yield.
  • Cheaper alternatives exist: A300, MQAE, and A200.

Frequently Asked Questions

What's the difference between SFY vs STW?

SFY and STW are 2 Australian-listed ETFs we compare side by side. STW 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 STW?

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

Which has performed higher - SFY vs STW?

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?

STW is the larger fund by assets ($6.7bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

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.

Please confirm?