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Compare SYI vs. GEAR
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 Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 275 |
Median incremental investment | $1,000.86 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,512.98 | $2,410.86 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SYI | GEAR | |
|---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | ANZ Group Holdings Ltd (11.45 %) Westpac Banking Corp (11.16 %) National Australia Bank Ltd (10.11 %) | COMMONWEALTH BANK OF AUSTRALIA (22.01 %) BHP GROUP LTD (18.14 %) WESTPAC BANKING CORP (11.10 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.2 % | 0.8 % |
Key Summary
SYI | GEAR | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.8 % |
Price | $29.44 | $33.42 |
Size | $550.410 million | $538.636 million |
10Y return | 10.39 % | 87.23 % |
Annual distribution yield (5Y) | 7.78 % | 5.75 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 162 | 275 |
Median incremental investment | $1,000.86 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,512.98 | $2,410.86 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SYI | GEAR | |
|---|---|---|
Pros |
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Cons |
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SYI | GEAR |
|---|---|
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 |