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Compare SYI vs. DGVA
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 Value Trust - Active ETF (DGVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 218 | 14 |
Median incremental investment | $1,000.00 | $6,864.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,753.34 | $10,473.65 |
Average age group | > 35 | > 35 |
Key Summary
SYI | DGVA | |
|---|---|---|
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 634.85m in AUM and 59 holdings. 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. | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | National Australia Bank Ltd (9.70 %) Westpac Banking Corp (9.68 %) ANZ Group Holdings Ltd (9.59 %) | Amazon.com Inc (3.28 %) Micron Technology Inc (3.23 %) JPMorgan Chase & Co (2.89 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | Australia (100.00 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.2 % | 0 % |
Key Summary
SYI | DGVA | |
|---|---|---|
Issuer | SPDR | Dimensional |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0 % |
Price | $30.49 | $30.16 |
Size | $650.816 million | N/A |
10Y return | 16.20 % | N/A |
Annual distribution yield (5Y) | 8.67 % | 3.09 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 218 | 14 |
Median incremental investment | $1,000.00 | $6,864.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,753.34 | $10,473.65 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | DGVA | |
|---|---|---|
Pros |
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Cons |
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SYI | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |