At a glance
Side-by-side comparison
| Metric |
SFY
State Street SPDR S&P/ASX 50 ETF
|
VLC
Vanguard MSCI Australian Large Companies Index ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
State Street
|
Vanguard
|
| Tracks index |
S&P/ASX 50 Index
|
MSCI Australian Shares Large Cap Index
|
| Categories |
AU, Large-Cap
|
AU, Large-Cap, Market-Cap
|
| Listed since |
2001 (25 yrs)
|
2011 (15 yrs)
|
| Fund size (AUM) |
$731m
|
$323m
|
| Cost & income | ||
| Management fee |
0.2%
|
0.2%
|
| Dividend yield |
3.77%
|
3.05%
|
| Franking |
80%
|
80%
|
| Turnover |
6%
|
5%
|
| Tax drag | 0.47% | 0.38% |
| Returns |
Tax bracket
|
|
| 1-year return |
6.7%
net
|
10.9%
net
|
| 3-year return |
10.7%
net
|
12.5%
net
|
| 5-year return |
8.4%
net
|
9.4%
net
|
| 10-year return |
9%
net
|
9.8%
net
|
| Risk | ||
| Volatility (3y) |
10.5%
|
11.4%
|
| Volatility (5y) |
12%
|
12.7%
|
| Volatility (10y) |
13%
|
13.2%
|
| Sharpe ratio (3y) |
0.63
|
0.74
|
| Sharpe ratio (5y) |
0.47
|
0.52
|
| Sharpe ratio (10y) |
0.56
|
0.61
|
| 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
- 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.
- Low-cost: a 0.2% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: IOZ and VAS.
Frequently Asked Questions
SFY and VLC are 2 Australian-listed ETFs we compare side by side. SFY carries the lower management fee (0.2%). Over 10 years, VLC has delivered the higher total return (9.8% a year). The table above breaks down fees, returns, income and risk for each.
SFY has the lower management fee at 0.2% a year, versus VLC 0.2%.
Over the past 10 years, VLC has delivered the higher total return at 9.8% a year. Past performance is not a reliable indicator of future returns.
SFY pays the higher at 3.77%. Remember distributions are taxed each year at your marginal rate.
SFY is the larger fund by assets ($731m). 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.