SPDR S&P/ASX 50 ETF vs Vanguard MSCI Australian Small Companies Index 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)
Vanguard MSCI Australian Small Companies Index ETF
Vanguard
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 VSO are both Australian Broad Market ETFs: SFY tracks the S&P/ASX 50 Index and VSO tracks the MSCI Australia Shares Small Cap Index. SFY has the lower management fee (0.2% vs 0.3% p.a.). Holdings overlap is approximately 2% estimated (top 50 holdings). 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 VSO charges 0.3% p.a.; the lower fee leads on cost.
SFY manages $709.43M and VSO manages $1.1B; the larger fund leads on scale, which can support tighter spreads.
SFY holds 50 positions and VSO holds 188; the fund with broader holdings leads on diversification.
SFY distributes approximately 3.68% (Quarterly) and VSO approximately 2.8% (Semi-annually); the higher distribution yield leads on income.
Over the compared period SFY returned 10.9% and VSO returned 6.6%. 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
VSO top holdings
SFY sectors
VSO sectors
SFY geography
VSO geography
SFY scores 6.5/10 and VSO scores 6.0/10 on this comparison. SFY has the higher overall comparison score.
SFY may suit investors who: cost-conscious investors who prioritise lower ongoing fees.
VSO may suit investors who: investors who prefer larger, more established funds.
SFY and VSO have approximately 2% estimated holdings overlap (top 50 holdings). This is considered low overlap, estimated from listed top holdings rather than the full constituent lists. General information only, not financial advice.
SFY has the lower management fee. SFY charges 0.2% per year ($20 per year on a $10,000 investment) and VSO charges 0.3% per year ($30 per year on a $10,000 investment). The difference is $10 per year per $10,000 invested. General information only, not financial advice.
SFY (SPDR S&P/ASX 50 ETF) manages approximately $709.43M and VSO (Vanguard MSCI Australian Small Companies Index ETF) manages approximately $1.1B. 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 2% estimated holdings overlap the two funds hold mostly different companies, so they can be more complementary. 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 VSO charges 0.3%, so SFY has the lower management fee, and they have approximately 2% 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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