Compare AU
Compare ALFA vs. SYI
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ALFA and SYI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 116 |
Median incremental investment | $1,023.00 | $1,000.93 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,345.37 | $1,486.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | SYI | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 444.18m in AUM and 61 holdings. The SPDR MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index. |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | Commonwealth Bank of Australia (10.60 %) ANZ Group Holdings Ltd (9.20 %) National Australia Bank Ltd (9.13 %) |
Top 3 industries | Financials (57.28 %) Materials (15.86 %) Consumer Discretionary (15.19 %) | |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | |
Management fee | 0.39 % | 0.2 % |
Key Summary
ALFA | SYI | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.2 % |
Price | $20.54 | $29.73 |
Size | $9.154 million | $441.680 million |
10Y return | N/A | -2.30 % |
Annual dividend/ distribution yield (5Y) | - % | 8.96 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 116 |
Median incremental investment | $1,023.00 | $1,000.93 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,345.37 | $1,486.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | SYI | |
|---|---|---|
Pros |
| |
Cons |
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ALFA | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |