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Compare RDV 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 Russell Investments High Dividend Australian Shares ETF (RDV) 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
RDV | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 118 |
Median incremental investment | $553.50 | $1,001.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,648.36 | $1,547.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
RDV | SYI | |
|---|---|---|
Strategy | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. | 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 462.14m in AUM and 60 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 (8.25 %) BHP Group Ltd (5.28 %) National Australia Bank Ltd (5.21 %) | Commonwealth Bank of Australia (10.89 %) National Australia Bank Ltd (9.23 %) ANZ Group Holdings Ltd (8.72 %) |
Top 3 industries | Financials (65.93 %) Materials (11.58 %) Communication Services (8.68 %) | Financials (69.97 %) Consumer Discretionary (15.19 %) Communication Services (10.95 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.34 % | 0.2 % |
Key Summary
RDV | SYI | |
|---|---|---|
Issuer | Russell | SPDR |
Tracking index | Russell Australia High Dividend Index - AUD | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.2 % |
Price | $33.64 | $30.94 |
Size | $276.888 million | $467.669 million |
10Y return | 10.51 % | 2.15 % |
Annual distribution yield (5Y) | 6.50 % | 8.96 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 118 |
Median incremental investment | $553.50 | $1,001.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,648.36 | $1,547.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RDV | SYI | |
|---|---|---|
Pros |
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Cons |
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RDV | 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 |