Compare AU

Compare GROW vs. SYI

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

Schroder Real Return (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GROW and SYI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

SYI

Popularity

N/A

Low

Pearlers invested

0

113

Median incremental investment

$0

$1,000.45

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,434.24

Average age group

N/A

26 - 35


Key Summary

GROW

SYI

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

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

Schroder Real Return (Managed Fund) (100 %)

Commonwealth Bank of Australia (12.13 %)

National Australia Bank Ltd (10.70 %)

ANZ Group Holdings Ltd (10.33 %)

Top 3 industries

Financials (63.72 %)

Materials (22.61 %)

Consumer Discretionary (15.19 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

Management fee

0.84 %

0.2 %


Key Summary

GROW

SYI

Issuer

Schroder

SPDR

Tracking index

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

0.84 %

0.2 %

Price

$3.83

$30.05

Size

$56.823 million

$449.207 million

10Y return

N/A

2.70 %

Annual dividend/β€Šdistribution yield (5Y)

3.83 %

9.01 %

Market

ASX

ASX

First listed date

16/08/2016

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

GROW

SYI

Popularity

N/A

Low

Pearlers invested

0

113

Median incremental investment

$0

$1,000.45

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,434.24

Average age group

N/A

26 - 35


Pros and Cons

GROW

SYI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

GROW

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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