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Compare AU
Compare SYI vs. ESTX
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 Global X Euro Stoxx 50 ETF (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 205 | 117 |
Median incremental investment | $1,000.00 | $1,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,567.74 | $4,444.02 |
Average age group | > 35 | > 35 |
Key Summary
SYI | ESTX | |
|---|---|---|
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 622.21m 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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | National Australia Bank Ltd (10.72 %) Commonwealth Bank of Australia (10.48 %) Westpac Banking Corp (10.08 %) | ASML Holding NV (10.70 %) Siemens AG (4.18 %) SAP SE (3.93 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | Australia (100.00 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 0.2 % | 0.35 % |
Key Summary
SYI | ESTX | |
|---|---|---|
Issuer | SPDR | ETFS |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Euro STOXX 50 |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.35 % |
Price | $30.74 | $105.81 |
Size | $616.736 million | $438.080 million |
10Y return | 16.97 % | N/A |
Annual distribution yield (5Y) | 8.27 % | 3.14 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 205 | 117 |
Median incremental investment | $1,000.00 | $1,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,567.74 | $4,444.02 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | ESTX | |
|---|---|---|
Pros |
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Cons |
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SYI | ESTX |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |