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Compare SYI vs. HVLU
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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 5 |
Median incremental investment | $1,000.00 | $5,052.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,570.24 | $2,862.00 |
Average age group | > 35 | > 35 |
Key Summary
SYI | HVLU | |
|---|---|---|
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 630.11m 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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Commonwealth Bank of Australia (10.61 %) Westpac Banking Corp (9.46 %) National Australia Bank Ltd (9.08 %) | VanEck MSCI Intl Val ETF (96.31 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | |
Top 3 countries | Australia (100.00 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.002 % | 0.29 % |
Key Summary
SYI | HVLU | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.002 % | 0.29 % |
Price | $30.58 | $39.75 |
Size | $626.113 million | $72.241 million |
10Y return | 15.83 % | N/A |
Annual distribution yield (5Y) | 8.67 % | 3.73 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 5 |
Median incremental investment | $1,000.00 | $5,052.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,570.24 | $2,862.00 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | HVLU | |
|---|---|---|
Pros |
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Cons |
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SYI | HVLU |
|---|---|
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 |