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Compare SYI vs. AUMF
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 MSCI Australia Select High Dividend Yield ETF (SYI) and the iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 15 |
Median incremental investment | $1,000.89 | $239.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,524.09 | $1,112.72 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | AUMF | |
|---|---|---|
Strategy | 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 533.46m in AUM and 63 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. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 135.23m in AUM and 124 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | ANZ Group Holdings Ltd (11.73 %) Westpac Banking Corp (11.15 %) National Australia Bank Ltd (10.33 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.2 % | 0.3 % |
Key Summary
SYI | AUMF | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.3 % |
Price | $29.88 | $39.37 |
Size | $546.536 million | $137.374 million |
10Y return | 15.14 % | N/A |
Annual distribution yield (5Y) | 7.78 % | 4.07 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 15 |
Median incremental investment | $1,000.89 | $239.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,524.09 | $1,112.72 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | AUMF | |
|---|---|---|
Pros |
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Cons |
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SYI | AUMF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |