Compare AU
Compare SYI vs. MHOT
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 Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 2 |
Median incremental investment | $1,000.91 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,488.50 | $5,996.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | MHOT | |
|---|---|---|
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. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | Commonwealth Bank of Australia (10.70 %) ANZ Group Holdings Ltd (9.25 %) National Australia Bank Ltd (9.04 %) | Huntington Ingalls Industries Inc (3.09 %) Boeing Co (2.81 %) Corteva Inc (2.79 %) |
Top 3 industries | Financials (57.24 %) Materials (15.72 %) Consumer Discretionary (15.19 %) | Other (79.80 %) Industrials (9.32 %) Materials (4.32 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.2 % | 0.52 % |
Key Summary
SYI | MHOT | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.52 % |
Price | $29.77 | $130.35 |
Size | $449.754 million | $49.200 million |
10Y return | -3.94 % | N/A |
Annual distribution yield (5Y) | 8.96 % | 0.11 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 2 |
Median incremental investment | $1,000.91 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,488.50 | $5,996.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | MHOT | |
|---|---|---|
Pros |
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Cons |
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SYI | MHOT |
|---|---|
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 |