Compare AU

Compare BNDS vs. SYI

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Westn Asset Aus Bond Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Westn Asset Aus Bond Fund (Managed Fund) (BNDS) and the MSCI Aussie Dividends (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BNDS

SYI

Popularity

Low

Low

Pearlers invested

13

115

Median incremental investment

$625.59

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$925.47

$1,378.16

Average age group

> 35

26 - 35


Key Summary

BNDS

SYI

Strategy

BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods.

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 435.09m in AUM and 62 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

Top 3 holdings

AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %)

AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %)

Commonwealth Bank of Australia (12.13 %)

National Australia Bank Ltd (10.70 %)

ANZ Group Holdings Ltd (10.33 %)

Top 3 industries

Other (99.56 %)

Communication Services (0.44 %)

Financials (57.80 %)

Materials (16.53 %)

Consumer Discretionary (15.19 %)

Top 3 countries

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

Management fee

0.42 %

0.2 %


Key Summary

BNDS

SYI

Issuer

BetaShares

SPDR

Tracking index

Bloomberg AusBond Composite Index - AUD

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

0.42 %

0.2 %

Price

$23.70

$29.67

Size

$756.531 million

$449.207 million

10Y return

N/A

2.45 %

Annual distribution yield (5Y)

2.47 %

9.01 %

Market

ASX

ASX

First listed date

16/11/2018

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

BNDS

SYI

Popularity

Low

Low

Pearlers invested

13

115

Median incremental investment

$625.59

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$925.47

$1,378.16

Average age group

> 35

26 - 35


Pros and Cons

BNDS

SYI

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BNDS

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

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