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Compare ERTH 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 Climate Change Innovation ETF (ERTH) and the State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 324 | 251 |
Median incremental investment | $652.80 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,282.05 | $1,854.26 |
Average age group | > 35 | > 35 |
Key Summary
ERTH | SYI | |
|---|---|---|
Strategy | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. | 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 730.83m in AUM and 58 holdings. The State Street 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 | CLP - CHILEAN PESO (0 %) BLOOM ENERGY CORP (4.65 %) ECOLAB INC (4.18 %) | CSL Ltd (11.80 %) ANZ Group Holdings Ltd (9.62 %) National Australia Bank Ltd (9.58 %) |
Top 3 industries | Other (54.66 %) Information Technology (16.56 %) Industrials (16.35 %) | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) |
Top 3 countries | United States (48.51 %) China (9.08 %) Switzerland (6.95 %) | Australia (100.00 %) |
Management fee | 0.55 % | 0.2 % |
Key Summary
ERTH | SYI | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $9.90 | $31.97 |
Size | $78.246 million | $735.808 million |
10Y return | N/A | 16.85 % |
Annual distribution yield (5Y) | 0.56 % | 8.84 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 324 | 251 |
Median incremental investment | $652.80 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,282.05 | $1,854.26 |
Average age group | > 35 | > 35 |
Pros and Cons
ERTH | SYI | |
|---|---|---|
Pros |
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Cons |
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ERTH | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |