Compare AU
Compare INES 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, shares and ETFs are a popular choice. Two options in the ASX are INES and SYI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 113 |
Median incremental investment | $803.40 | $1,000.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,439.18 | $1,434.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | SYI | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | 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 | Intelligent Investor Ethical Share Fund (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 | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | |
Management fee | 0.97 % | 0.2 % |
Key Summary
INES | SYI | |
|---|---|---|
Issuer | Intelligent Investor | SPDR |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.2 % |
Price | $3.45 | $30.05 |
Size | $74.418 million | $449.207 million |
10Y return | N/A | 2.70 % |
Annual dividend/ distribution yield (5Y) | 4.41 % | 9.01 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 113 |
Median incremental investment | $803.40 | $1,000.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,439.18 | $1,434.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | SYI | |
|---|---|---|
Pros |
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Cons |
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INES | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |