Compare AU
Compare SYI vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are SYI and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SYI | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 2 |
Median incremental investment | $1,000.93 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,486.50 | $815.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SYI | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Commonwealth Bank of Australia (10.60 %) ANZ Group Holdings Ltd (9.20 %) National Australia Bank Ltd (9.13 %) | Perpetual Esg Australian Share Active ETF (100 %) |
Top 3 industries | Financials (57.28 %) Materials (15.86 %) Consumer Discretionary (15.19 %) | |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | |
Management fee | 0.2 % | 0.65 % |
Key Summary
SYI | GIVE | |
|---|---|---|
Issuer | SPDR | Perpetual |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.65 % |
Price | $29.73 | $3.26 |
Size | $441.680 million | N/A |
10Y return | -2.30 % | N/A |
Annual distribution/ dividend yield (5Y) | 8.96 % | 6.02 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 2 |
Median incremental investment | $1,000.93 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,486.50 | $815.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SYI | GIVE | |
|---|---|---|
Pros |
| |
Cons |
|
SYI | GIVE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |