SPDR S&P 500 Trust ETF (ASX:SPY) ETF: What you need to know


Like us, you might have noticed the SPDR S&P 500 Trust ETF (ASX: SPY) and think that now could be a good time to consider taking a closer look. Here’s what ETF investors need to know.

1. What does the SPY ETF do for investors?

The SPDR SPY ETF is the oldest ETF in the world and provides exposure to the 500 largest US-listed shares. These 500 shares represent approximately 80% of the total market capitalisation of the US stock market.
The SPY ETF can be used by Australian investors to get exposure to a broad basket of the largest companies in the United States of America. These companies are some of the largest, most diverse and successful companies in the world. The S&P 500 index is often considered the best gauge of large-cap American shares.

2. Funds under management (FUM)

The SPDR SPY ETF had $127.84 million of money invested when we last pulled the monthly numbers. Given SPY’s total funds under management (FUM) figure is over $100 million, the ETF has met our minimum criteria for the total amount of money invested, otherwise known as FUM. We draw the line at $100 million for ETFs in the International shares sector because we believe that relative to smaller ETFs, achieving this amount of FUM de-risks the ETF.

3. Don’t forget about the fees & costs

SPDR charges investors a yearly management fee of 0.09% for the SPY ETF. This means that if you invested $2,000 in SPY for a full year, you could expect to pay management fees of around $1.80.

For context, the average management fee (MER) of all ETFs covered by Best ETFs Australia on our complete list of ASX ETFs is 0.51% or around $10.20 per $2,000 invested. Keep in mind, small changes in fees can make a big difference after 10 or 20 years.

Now what?

These are just a few of the considerations or factors you would need to look at when running the rule over the SPY ETF. Before you go any further, take a look at our free SPDR SPY report. And while you’re at it, don’t forget to search our complete list of ASX ETFs.



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