Compare AU

Compare L1IF vs. SYI

Compare shares and ETFs on the ASX that you can trade on Pearler.

L1 Capital International Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are L1IF and SYI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

L1IF

SYI

Popularity

Low

Low

Pearlers invested

1

115

Median incremental investment

$30,000.00

$1,000.00

Median investment frequency

Daily

Monthly

Median total investment

$32,244.87

$1,357.92

Average age group

> 35

26 - 35


Key Summary

L1IF

SYI

Strategy

L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods.

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 452.85m 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

L1 Capital International 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 (56.02 %)

Materials (17.90 %)

Consumer Discretionary (15.19 %)

Top 3 countries

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

Management fee

1.2 %

0.2 %


Key Summary

L1IF

SYI

Issuer

L1 Capital

SPDR

Tracking index

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

1.2 %

0.2 %

Price

$6.59

$29.52

Size

N/A

$447.334 million

10Y return

N/A

2.11 %

Annual dividend/β€Šdistribution yield (5Y)

0.18 %

9.01 %

Market

ASX

ASX

First listed date

21/11/2023

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

L1IF

SYI

Popularity

Low

Low

Pearlers invested

1

115

Median incremental investment

$30,000.00

$1,000.00

Median investment frequency

Daily

Monthly

Median total investment

$32,244.87

$1,357.92

Average age group

> 35

26 - 35


Pros and Cons

L1IF

SYI

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

L1IF

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

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