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Compare AU
Compare SFY 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 SPDR S&P/ASX 50 ETF (SFY) 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
SFY | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 120 |
Median incremental investment | $690.55 | $1,001.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,389.91 | $1,420.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SFY | SYI | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 781.23m in AUM and 51 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. | 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 473.38m 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 | Commonwealth Bank of Australia (14.74 %) BHP Group Ltd (8.82 %) National Australia Bank Ltd (5.78 %) | Westpac Banking Corp (10.08 %) National Australia Bank Ltd (9.94 %) Macquarie Group Ltd (9.67 %) |
Top 3 industries | Financials (58.22 %) Materials (14.74 %) Health Care (9.34 %) | Financials (65.73 %) Consumer Discretionary (15.19 %) Energy (13.40 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.2 % | 0.2 % |
Key Summary
SFY | SYI | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.2 % |
Price | $75.13 | $28.40 |
Size | $787.785 million | $482.698 million |
10Y return | 41.70 % | -1.76 % |
Annual distribution yield (5Y) | 4.24 % | 7.26 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 120 |
Median incremental investment | $690.55 | $1,001.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,389.91 | $1,420.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SFY | SYI | |
|---|---|---|
Pros |
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Cons |
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SFY | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |