Compare AU
Compare SYI vs. GPEQ
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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 33 |
Median incremental investment | $1,000.45 | $807.87 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,336.65 | $2,598.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | GPEQ | |
|---|---|---|
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 410.44m 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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 48.54m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Commonwealth Bank of Australia (10.75 %) ANZ Group Holdings Ltd (8.97 %) National Australia Bank Ltd (8.96 %) | 3i Group Ord (9.90 %) Ares Management Corp Ordinary Shares - Class A (6.73 %) Apollo Global Management Inc Class A (6.60 %) |
Top 3 industries | Financials (57.30 %) Materials (15.40 %) Consumer Discretionary (15.19 %) | Financials (100.00 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.2 % | 0.65 % |
Key Summary
SYI | GPEQ | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | LPX 50 Index |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.65 % |
Price | $28.14 | $22.40 |
Size | $425.256 million | $51.252 million |
10Y return | -12.20 % | N/A |
Annual distribution yield (5Y) | 8.96 % | 1.49 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 33 |
Median incremental investment | $1,000.45 | $807.87 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,336.65 | $2,598.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | GPEQ | |
|---|---|---|
Pros |
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Cons |
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SYI | GPEQ |
|---|---|
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 |