SPDR S&P/ASX 50 ETF vs State Street SPDR S&P/ASX 200 ETF
General information only, not financial advice.
Overlap is estimated from the funds' listed top holdings, not their full constituent lists. Where there are no shared listed holdings it is shown as not reliably estimable.
SPDR S&P/ASX 50 ETF
State Street (SPDR)
State Street SPDR S&P/ASX 200 ETF
State Street (SPDR)
Comparison scores reflect how each ETF compares to the other on these specific dimensions only. They are not absolute ratings or recommendations. General information only, not financial advice.
SFY and STW are highly similar Australian Broad Market ETFs, with approximately 79% estimated (top 50 holdings) holdings overlap. STW has the lower management fee (0.05% vs 0.2% p.a.). General information only, not financial advice.
Category scores compare these two ETFs only and are not absolute ratings.
SFY charges 0.2% p.a. and STW charges 0.05% p.a.; the lower fee leads on cost.
SFY manages $709.43M and STW manages $6.4B; the larger fund leads on scale, which can support tighter spreads.
SFY holds 50 positions and STW holds 202; the fund with broader holdings leads on diversification.
SFY distributes approximately 3.68% (Quarterly) and STW approximately 3.4% (Quarterly); the higher distribution yield leads on income.
Over the compared period SFY returned 10.9% and STW returned 8.5%. Past performance is not a reliable indicator of future returns.
Green highlights the factually lower fee or higher scale/income figure. Performance is never highlighted. Data from issuer disclosures, reviewed quarterly.
Yield figures are estimates based on recent distributions and may vary. Past distributions are not a reliable indicator of future distributions. General information only.
Past performance is not a reliable indicator of future returns.
Top shared holdings ranked by overlap contribution, the smaller of each company's weight in the two funds. Basis: top 50 holdings. General information only.
Top 10 listed holdings for each fund, from issuer disclosures. General information only.
SFY top holdings
STW top holdings
SFY sectors
STW sectors
SFY geography
STW geography
SFY scores 6.5/10 and STW scores 7.6/10 on this comparison. STW has the higher overall comparison score.
SFY may suit investors who: cost-conscious investors who prioritise lower ongoing fees.
STW may suit investors who: cost-conscious investors who prioritise lower ongoing fees.
SFY and STW have approximately 79% estimated holdings overlap (top 50 holdings). This is considered high overlap, estimated from listed top holdings rather than the full constituent lists. General information only, not financial advice.
STW has the lower management fee. SFY charges 0.2% per year ($20 per year on a $10,000 investment) and STW charges 0.05% per year ($5 per year on a $10,000 investment). The difference is $15 per year per $10,000 invested. General information only, not financial advice.
SFY (SPDR S&P/ASX 50 ETF) manages approximately $709.43M and STW (State Street SPDR S&P/ASX 200 ETF) manages approximately $6.4B. Fund size can affect liquidity and bid-ask spreads but does not by itself change the management fee. General information only, not financial advice.
You can hold both, but with approximately 79% estimated holdings overlap the two funds hold a high proportion of the same companies, so holding both means paying two sets of management fees on largely the same exposure. Whether that suits you depends on your own objectives. General information only, not financial advice.
There is no universally right choice. It depends on your goals, time horizon and existing holdings. SFY charges 0.2% and STW charges 0.05%, so STW has the lower management fee, and they have approximately 79% estimated holdings overlap. Compare their fees, holdings and sectors above and consider each fund's Product Disclosure Statement and Target Market Determination. General information only, not financial advice.
General information only.This comparison and the ETFLens tools on this page provide general information about two exchange-traded funds and do not take into account your personal objectives, financial situation or needs. It is not personal financial product or investment advice. ETFLens does not hold an Australian Financial Services Licence (AFSL). Holdings overlap is calculated from each fund's published holdings (full lists where the issuer publishes one, listed top holdings otherwise), and fee data is sourced from fund manager PDS documents and updated quarterly. Past performance is not a reliable indicator of future returns. Consider each fund's Product Disclosure Statement (PDS) and Target Market Determination (TMD), and seek advice from a registered tax agent or licensed financial adviser, before making investment decisions.
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