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Compare MOAT 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 VanEck Morningstar Wide Moat ETF (MOAT) 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
MOAT | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 247 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,797.97 | $1,782.39 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | SYI | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 723.25m 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 | Veeva Systems Inc Class A (3.48 %) Airbnb Inc Ordinary Shares - Class A (3.03 %) Microsoft Corp (2.75 %) | CSL Ltd (11.59 %) ANZ Group Holdings Ltd (9.66 %) National Australia Bank Ltd (9.58 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (100.00 %) |
Management fee | 0.49 % | 0.2 % |
Key Summary
MOAT | SYI | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.2 % |
Price | $115.66 | $31.49 |
Size | $882.578 million | $731.209 million |
10Y return | 160.26 % | 18.47 % |
Annual distribution yield (5Y) | 6.64 % | 8.84 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 247 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,797.97 | $1,782.39 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | SYI | |
|---|---|---|
Pros |
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Cons |
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MOAT | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |