Compare AU
Compare SYI vs. MOAT
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 ETF (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 549 |
Median incremental investment | $1,000.45 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,336.65 | $3,732.30 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | MOAT | |
|---|---|---|
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 410.44m 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. | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Commonwealth Bank of Australia (10.75 %) ANZ Group Holdings Ltd (8.97 %) National Australia Bank Ltd (8.96 %) | Huntington Ingalls Industries Inc (3.24 %) MarketAxess Holdings Inc (2.90 %) Corteva Inc (2.87 %) |
Top 3 industries | Financials (57.30 %) Materials (15.40 %) Consumer Discretionary (15.19 %) | Industrials (31.65 %) Health Care (28.59 %) Other (23.89 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.2 % | 0.49 % |
Key Summary
SYI | MOAT | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Morningstar Wide Moat Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.49 % |
Price | $28.14 | $113.10 |
Size | $425.256 million | $892.386 million |
10Y return | -11.98 % | N/A |
Annual distribution yield (5Y) | 8.96 % | 3.59 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 549 |
Median incremental investment | $1,000.45 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,336.65 | $3,732.30 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | MOAT | |
|---|---|---|
Pros |
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Cons |
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SYI | MOAT |
|---|---|
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 |