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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 Active ETF (HVST) and the SPDR MSCI Australia 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
HVST | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 117 |
Median incremental investment | $990.50 | $1,001.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,551.32 | $1,538.50 |
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. 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 462.14m in AUM and 60 holdings. The 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 | BETASHARES AUSTRALIA 200 ETF (24.98 %) BETASHARES S&P/ASX FINANCIAL S (8.92 %) BETASHARES AUSTRALIAN RESOURCE (8.05 %) | Commonwealth Bank of Australia (10.89 %) National Australia Bank Ltd (9.23 %) ANZ Group Holdings Ltd (8.72 %) |
Top 3 industries | Other (50.51 %) Financials (13.89 %) Health Care (5.96 %) | Financials (69.97 %) Consumer Discretionary (15.19 %) Communication Services (10.95 %) |
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 | $13.68 | $30.77 |
Size | $253.101 million | $467.669 million |
10Y return | -40.80 % | 2.67 % |
Annual distribution yield (5Y) | 8.77 % | 8.96 % |
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 | 58 | 117 |
Median incremental investment | $990.50 | $1,001.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,551.32 | $1,538.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVST | SYI | |
|---|---|---|
Pros |
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Cons |
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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 |
Lower distribution yield | Higher distribution yield |