Compare AU

Compare SFY vs. SYI

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

SPDR S&P/ASX 50 Fund

ASX

Buy

Buy

Overview
Performance

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 Fund (SFY) and the SPDR MSCI Australia Select High Dividend Yield Fund (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

16

114

Median incremental investment

$552.72

$1,000.89

Median investment frequency

Monthly

Monthly

Median total investment

$1,383.43

$1,481.54

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 total market equity. The ETF currently has 752.38m in AUM and 52 holdings. The Investment Objective of each Fund 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 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

Commonwealth Bank of Australia (13.15 %)

BHP Group Ltd (9.88 %)

CSL Ltd (6.50 %)

Commonwealth Bank of Australia (9.99 %)

National Australia Bank Ltd (9.72 %)

ANZ Group Holdings Ltd (9.23 %)

Top 3 industries

Financials (56.10 %)

Materials (16.57 %)

Health Care (10.91 %)

Financials (57.54 %)

Materials (16.57 %)

Consumer Discretionary (15.19 %)

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

$74.87

$29.99

Size

$747.225 million

$447.746 million

10Y return

32.68 %

-4.61 %

Annual distribution yield (5Y)

5.85 %

9.00 %

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

16

114

Median incremental investment

$552.72

$1,000.89

Median investment frequency

Monthly

Monthly

Median total investment

$1,383.43

$1,481.54

Average age group

26 - 35

26 - 35


Pros and Cons

SFY

SYI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

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

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