Compare AU
Compare BNDS 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, 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 SPDR MSCI Australia Select High Dividend Yield Fund (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 | 116 |
Median incremental investment | $707.68 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $916.50 | $1,379.92 |
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 452.85m 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 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) | Commonwealth Bank of Australia (10.21 %) National Australia Bank Ltd (9.52 %) ANZ Group Holdings Ltd (8.96 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | Financials (57.11 %) Materials (16.92 %) 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 | $23.50 | $29.36 |
Size | $786.559 million | $437.211 million |
10Y return | N/A | -1.48 % |
Annual distribution yield (5Y) | 2.44 % | 9.27 % |
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 | 116 |
Median incremental investment | $707.68 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $916.50 | $1,379.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BNDS | SYI | |
|---|---|---|
Pros |
| |
Cons |
|
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 |