Compare AU
Compare SYI vs. ERTH
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 Betashares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | ERTH | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 350 |
Median incremental investment | $1,000.93 | $605.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,463.50 | $927.35 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SYI | ERTH | |
---|---|---|
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 444.18m in AUM and 61 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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | Commonwealth Bank of Australia (10.60 %) ANZ Group Holdings Ltd (9.20 %) National Australia Bank Ltd (9.13 %) | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) |
Top 3 industries | Financials (57.28 %) Materials (15.86 %) Consumer Discretionary (15.19 %) | Other (62.93 %) Information Technology (11.94 %) Industrials (10.28 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.2 % | 0.55 % |
Key Summary
SYI | ERTH | |
---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.55 % |
Price | $29.27 | $8.92 |
Size | $441.680 million | $82.426 million |
10Y return | -3.81 % | N/A |
Annual distribution yield (5Y) | 8.96 % | 0.60 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | ERTH | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 350 |
Median incremental investment | $1,000.93 | $605.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,463.50 | $927.35 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SYI | ERTH | |
---|---|---|
Pros |
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Cons |
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SYI | ERTH |
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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 |