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Compare SYI vs. EIGA
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 Perennial Income Generator Active ETF (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 57 |
Median incremental investment | $1,000.88 | $543.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,508.94 | $1,207.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | ANZ Group Holdings Ltd (11.88 %) Westpac Banking Corp (11.12 %) National Australia Bank Ltd (10.08 %) | BHP Group Ltd (10.70 %) Commonwealth Bank of Australia (9.53 %) Rio Tinto Ltd (4.89 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.2 % | 0.8 % |
Key Summary
SYI | EIGA | |
|---|---|---|
Issuer | SPDR | Perennial |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.8 % |
Price | $29.88 | $3.66 |
Size | $550.410 million | N/A |
10Y return | 15.14 % | N/A |
Annual distribution yield (5Y) | 7.78 % | 5.54 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 57 |
Median incremental investment | $1,000.88 | $543.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,508.94 | $1,207.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | EIGA | |
|---|---|---|
Pros |
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Cons |
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SYI | EIGA |
|---|---|
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 |