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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, 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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 204 | 2 |
Median incremental investment | $1,000.00 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,572.84 | $3,790.50 |
Average age group | 26 - 35 | > 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 627.65m 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. | 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 | National Australia Bank Ltd (10.72 %) Commonwealth Bank of Australia (10.48 %) Westpac Banking Corp (10.08 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | Australia (100.00 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
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 | $30.65 | $2.85 |
Size | $624.138 million | N/A |
10Y return | 16.67 % | N/A |
Annual distribution yield (5Y) | 8.27 % | 9.52 % |
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 | 204 | 2 |
Median incremental investment | $1,000.00 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,572.84 | $3,790.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | GIVE | |
|---|---|---|
Pros |
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Cons |
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SYI | GIVE |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |