HVST vs SFY

  • HVST
  • SFY

HVST and SFY hold at least 236 companies between them. 50 are in both, and 75% of each fund is the same companies.

In both · 75%HVST only · 25%

Side by side

FundBetaSharesState Street
Asset classASX sharesASX shares
Fee a year0.72%0.20%
Fund size$282.0m$732.9m
Holdings6450
1Y price return−7.0%+1.2%only priced since 2026-03-26
Distribution yield5.65%Not yet
Look-through coverage98.4%100.0%

How alike they are

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