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Compare SYI vs. LPGD
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 Loftus Peak Global Disruption Active ETF (LPGD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 216 | 34 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,807.28 | $1,832.80 |
Average age group | > 35 | > 35 |
Key Summary
SYI | LPGD | |
|---|---|---|
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 634.85m 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. | LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. |
Top 3 holdings | ANZ Group Holdings Ltd (9.17 %) Westpac Banking Corp (9.12 %) National Australia Bank Ltd (9.10 %) | NVIDIA Corp (9.82 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.96 %) Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H (5.94 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) |
Top 3 countries | Australia (100.00 %) | United States (76.46 %) Taiwan (12.00 %) China (6.77 %) |
Management fee | 0.2 % | 0.12 % |
Key Summary
SYI | LPGD | |
|---|---|---|
Issuer | SPDR | Loftus Peak |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.12 % |
Price | $31.26 | $6.30 |
Size | $665.622 million | N/A |
10Y return | 22.49 % | N/A |
Annual distribution yield (5Y) | 8.67 % | 6.25 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 08/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 216 | 34 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,807.28 | $1,832.80 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | LPGD | |
|---|---|---|
Pros |
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Cons |
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SYI | LPGD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |