Compare AU
Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | SYI | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,312 | 116 |
Median incremental investment | $993.50 | $1,000.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,566.80 | $1,362.30 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | SYI | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Commonwealth Bank of Australia (10.75 %) ANZ Group Holdings Ltd (8.97 %) National Australia Bank Ltd (8.96 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (57.30 %) Materials (15.40 %) Consumer Discretionary (15.19 %) |
Top 3 countries | United States (99.92 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.04 % | 0.2 % |
Key Summary
IVV | SYI | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.2 % |
Price | $56.14 | $28.69 |
Size | $9.913 billion | $425.256 million |
10Y return | 208.28 % | -10.79 % |
Annual distribution yield (5Y) | 10.73 % | 8.96 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | SYI | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,312 | 116 |
Median incremental investment | $993.50 | $1,000.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,566.80 | $1,362.30 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | SYI | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |