Compare AU
Compare MVOL 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 Edge MSCI Australia Minimum Volatility ETF (MVOL) 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
MVOL | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 116 |
Median incremental investment | $2,592.00 | $1,000.93 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,787.68 | $1,463.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | SYI | |
|---|---|---|
Strategy | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 25.99m in AUM and 100 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | 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 444.18m 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 | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | Commonwealth Bank of Australia (10.60 %) ANZ Group Holdings Ltd (9.20 %) National Australia Bank Ltd (9.13 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (57.28 %) Materials (15.86 %) Consumer Discretionary (15.19 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.3 % | 0.2 % |
Key Summary
MVOL | SYI | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.2 % |
Price | $34.24 | $29.73 |
Size | $25.858 million | $441.680 million |
10Y return | N/A | -2.30 % |
Annual distribution yield (5Y) | 5.16 % | 8.96 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 116 |
Median incremental investment | $2,592.00 | $1,000.93 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,787.68 | $1,463.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | SYI | |
|---|---|---|
Pros |
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Cons |
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MVOL | 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 |