Compare AU
Compare IOZ 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 S&P/ASX 200 ETF (IOZ) 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
IOZ | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 776 | 116 |
Median incremental investment | $1,004.61 | $1,000.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,425.92 | $1,362.30 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IOZ | SYI | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 410.44m in AUM and 61 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 | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) | Commonwealth Bank of Australia (10.75 %) ANZ Group Holdings Ltd (8.97 %) National Australia Bank Ltd (8.96 %) |
Top 3 industries | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) | Financials (57.30 %) Materials (15.40 %) Consumer Discretionary (15.19 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.05 % | 0.2 % |
Key Summary
IOZ | SYI | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P ASX 200 | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.2 % |
Price | $32.13 | $28.69 |
Size | $6.490 billion | $425.256 million |
10Y return | 25.70 % | -10.79 % |
Annual distribution yield (5Y) | 5.33 % | 8.96 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 776 | 116 |
Median incremental investment | $1,004.61 | $1,000.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,425.92 | $1,362.30 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IOZ | SYI | |
|---|---|---|
Pros |
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Cons |
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IOZ | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |