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Compare SYI vs. DGSM
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 State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI) and the Dimensional Global Small Company - Active ETF (DGSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 211 | 18 |
Median incremental investment | $1,000.00 | $2,021.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,647.88 | $10,783.36 |
Average age group | > 35 | > 35 |
Key Summary
SYI | DGSM | |
|---|---|---|
Strategy | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The State Street 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. | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Commonwealth Bank of Australia (10.76 %) Westpac Banking Corp (10.01 %) National Australia Bank Ltd (9.92 %) | Lumentum Holdings Inc (0.51 %) Ciena Corp (0.46 %) Tapestry Inc (0.33 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | Australia (100.00 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 0.2 % | 0.647 % |
Key Summary
SYI | DGSM | |
|---|---|---|
Issuer | SPDR | Dimensional |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.647 % |
Price | $31.42 | $36.98 |
Size | $645.668 million | N/A |
10Y return | 21.78 % | N/A |
Annual distribution yield (5Y) | 8.67 % | 1.74 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 211 | 18 |
Median incremental investment | $1,000.00 | $2,021.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,647.88 | $10,783.36 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | DGSM | |
|---|---|---|
Pros |
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Cons |
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SYI | DGSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |