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Compare SYI vs. INCM
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 Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 256 | 124 |
Median incremental investment | $1,000.00 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,821.60 | $1,552.95 |
Average age group | > 35 | > 35 |
Key Summary
SYI | INCM | |
|---|---|---|
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 730.83m in AUM and 58 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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | CSL Ltd (12.20 %) ANZ Group Holdings Ltd (9.75 %) National Australia Bank Ltd (9.46 %) | MSCI WORLD INDEX DEC26 (0 %) KRW - KOREAN WON (0 %) MICROSOFT CORP (8.01 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | Australia (100.00 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.2 % | 0.45 % |
Key Summary
SYI | INCM | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.45 % |
Price | $31.68 | $20.30 |
Size | $730.970 million | $105.914 million |
10Y return | 16.34 % | N/A |
Annual distribution yield (5Y) | 8.90 % | 4.59 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 256 | 124 |
Median incremental investment | $1,000.00 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,821.60 | $1,552.95 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | INCM | |
|---|---|---|
Pros |
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Cons |
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SYI | INCM |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |