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Compare IAF 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 iShares Core Composite Bond ETF (IAF) 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
IAF | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 515 | 234 |
Median incremental investment | $1,069.51 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.90 | $1,898.05 |
Average age group | > 35 | > 35 |
Key Summary
IAF | SYI | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. | 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 690.04m in AUM and 59 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.49 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) | National Australia Bank Ltd (10.38 %) ANZ Group Holdings Ltd (9.70 %) Westpac Banking Corp (9.70 %) |
Top 3 industries | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.15 % | 0.2 % |
Key Summary
IAF | SYI | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.2 % |
Price | $101.28 | $31.83 |
Size | $3.739 billion | $708.416 million |
10Y return | -6.76 % | 16.13 % |
Annual distribution yield (5Y) | 2.22 % | 8.84 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 515 | 234 |
Median incremental investment | $1,069.51 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.90 | $1,898.05 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | SYI | |
|---|---|---|
Pros |
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Cons |
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IAF | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |