Compare AU
Compare HVST 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 Australian Dividend Harvester Fund (Managed Fund) (HVST) 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
HVST | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 115 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,228.71 | $1,382.30 |
Average age group | > 35 | 26 - 35 |
Key Summary
HVST | SYI | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 226.57m in AUM and 54 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | BETASHARES AUSTRALIA 200 ETF (24.70 %) COMMONWEALTH BANK OF AUSTRALIA (10.55 %) BETASHARES AUSTRALIAN RESOURCE (9.04 %) | Commonwealth Bank of Australia (12.13 %) National Australia Bank Ltd (10.70 %) ANZ Group Holdings Ltd (10.33 %) |
Top 3 industries | Other (47.20 %) Financials (16.27 %) Health Care (6.88 %) | Financials (57.80 %) Materials (16.53 %) Consumer Discretionary (15.19 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.65 % | 0.2 % |
Key Summary
HVST | SYI | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.2 % |
Price | $13.71 | $30.05 |
Size | $233.803 million | $449.207 million |
10Y return | -45.38 % | 0.70 % |
Annual distribution yield (5Y) | 9.09 % | 9.01 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 115 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,228.71 | $1,382.30 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVST | SYI | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HVST | 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 |
Higher distribution yield | Lower distribution yield |