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Compare IBAL 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 Balanced Esg ETF (IBAL) 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
IBAL | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 203 |
Median incremental investment | $40,022.50 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $5,424.03 | $1,581.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | SYI | |
|---|---|---|
Strategy | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . | 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 627.65m 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 | iShares Core MSCI Wld Ex Aus ESG ETF (21.80 %) iShares Treasury ETF (16.97 %) iShares Core MSCI Australia ESG ETF (16.43 %) | National Australia Bank Ltd (10.98 %) Commonwealth Bank of Australia (10.65 %) Westpac Banking Corp (10.24 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) |
Top 3 countries | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) | Australia (100.00 %) |
Management fee | 0.22 % | 0.2 % |
Key Summary
IBAL | SYI | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.2 % |
Price | $29.88 | $30.51 |
Size | $24.151 million | $624.138 million |
10Y return | N/A | 17.71 % |
Annual distribution yield (5Y) | 2.61 % | 8.27 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 203 |
Median incremental investment | $40,022.50 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $5,424.03 | $1,581.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | SYI | |
|---|---|---|
Pros |
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Cons |
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IBAL | 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 |