Grow it · ETFs

STW vs SFY

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

At a glance

Comparing STW and SFY. STW has the lower management fee at 0.05% a year, STW has the higher 10 years return at 8.9% a year, and SFY offers the higher at 4%.
Lower fee
STW 0.05% p.a.
Higher 10 years return
STW 8.9% p.a.
Higher yield
SFY 4%
Higher risk-adjusted
SFY Sharpe 0.55 (10y)
Lower volatility
SFY 13% (10y)
Larger fund
STW $6.6bn

Side-by-side comparison

Metric STW
State Street SPDR S&P/ASX 200 ETF
SFY
State Street SPDR S&P/ASX 50 ETF
Snapshot
Provider
State Street
State Street
Tracks index
S&P/ASX 200 Index
S&P/ASX 50 Index
Categories
AU, Large-Cap, Market-Cap
AU, Large-Cap
Listed since
2001 (25 yrs)
2001 (25 yrs)
Fund size (AUM)
$6.6bn
$707m
Cost & income
Management fee
0.05%
0.2%
Dividend yield
3.85%
4%
Franking
80%
80%
Turnover
3%
6%
Tax drag 0.41% 0.49%
Returns
Tax bracket
1-year return
2.6%
net
4.2%
net
3-year return
11.4%
net
11.2%
net
5-year return
7.6%
net
8.1%
net
10-year return
8.9%
net
8.9%
net
Risk
Volatility (3y)
10.6%
10.5%
Volatility (5y)
12.4%
12%
Volatility (10y)
13.3%
13%
Sharpe ratio (3y)
0.68
0.68
Sharpe ratio (5y)
0.38
0.43
Sharpe ratio (10y)
0.54
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

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 3.85% income yield.
  • Cheaper alternatives exist: A300, MQAE, and A200.
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 4% income yield.
  • Cheaper alternatives exist: IOZ, STW, and VAS.

Frequently Asked Questions

What's the difference between STW vs SFY?

STW and SFY are 2 Australian-listed ETFs we compare side by side. STW carries the lower management fee (0.05%). Over 10 years, STW has delivered the higher total return (8.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - STW vs SFY?

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

Which has performed higher - STW vs SFY?

Over the past 10 years, STW has delivered the higher total return at 8.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

SFY pays the higher at 4%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

STW is the larger fund by assets ($6.6bn). 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.

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