Compare AU
Compare SYI vs. HBRD
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 HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SYI | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 47 |
Median incremental investment | $1,000.93 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,463.50 | $2,308.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | HBRD | |
|---|---|---|
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. | HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2367.66m in AUM and 133 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. |
Top 3 holdings | Commonwealth Bank of Australia (10.60 %) ANZ Group Holdings Ltd (9.20 %) National Australia Bank Ltd (9.13 %) | Betashares Australian Hybrids Active ETF (100 %) |
Top 3 industries | Financials (57.28 %) Materials (15.86 %) Consumer Discretionary (15.19 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | |
Management fee | 0.2 % | 0.55 % |
Key Summary
SYI | HBRD | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.55 % |
Price | $29.73 | $10.07 |
Size | $441.680 million | $2.349 billion |
10Y return | -2.30 % | N/A |
Annual distribution/ dividend yield (5Y) | 8.96 % | 4.99 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 47 |
Median incremental investment | $1,000.93 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,463.50 | $2,308.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | HBRD | |
|---|---|---|
Pros |
| |
Cons |
|
SYI | HBRD |
|---|---|
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 |