Compare AU
Compare SYI vs. MOGL
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 Montaka Global Fund - Active ETF (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 4 |
Median incremental investment | $1,000.93 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,486.50 | $11,493.30 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | MOGL | |
|---|---|---|
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. | N/A |
Top 3 holdings | Commonwealth Bank of Australia (10.60 %) ANZ Group Holdings Ltd (9.20 %) National Australia Bank Ltd (9.13 %) | Amazon.com Inc (11.24 %) KKR & Co Inc Ordinary Shares (9.74 %) Blackstone Inc (9.37 %) |
Top 3 industries | Financials (57.28 %) Materials (15.86 %) Consumer Discretionary (15.19 %) | Information Technology (27.82 %) Financials (26.12 %) Communication Services (23.49 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.2 % | N/A |
Key Summary
SYI | MOGL | |
|---|---|---|
Issuer | SPDR | N/A |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | N/A |
Asset class | ETF | Stock |
Management fee | 0.2 % | N/A |
Price | $29.73 | $4.55 |
Size | $441.680 million | N/A |
10Y return | -2.30 % | N/A |
Annual distribution yield (5Y) | 8.96 % | 4.60 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 4 |
Median incremental investment | $1,000.93 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,486.50 | $11,493.30 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | MOGL | |
|---|---|---|
Pros |
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Cons |
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SYI | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |