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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 State Street SPDR MSCI Aus 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 | 206 | 4 |
Median incremental investment | $1,000.00 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,575.39 | $6,835.99 |
Average age group | > 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 622.21m 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. | 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 | National Australia Bank Ltd (10.81 %) Commonwealth Bank of Australia (10.58 %) Westpac Banking Corp (10.11 %) | Huntington Ingalls Industries Inc (3.63 %) Bristol-Myers Squibb Co (3.10 %) IDEX Corp (2.94 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) |
Top 3 countries | Australia (100.00 %) | United States (97.57 %) Netherlands (2.43 %) |
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 | $30.20 | $136.00 |
Size | $616.736 million | $30.506 million |
10Y return | 14.22 % | N/A |
Annual distribution yield (5Y) | 8.27 % | 4.61 % |
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 | 206 | 4 |
Median incremental investment | $1,000.00 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,575.39 | $6,835.99 |
Average age group | > 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 |