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Compare AU
Compare SYI vs. MVW
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 MSCI Aussie Dividends (SYI) and the Aussie Large-Caps (equal weight) (MVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | MVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 257 | 251 |
Median incremental investment | $1,000.00 | $847.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,827.00 | $5,495.49 |
Average age group | > 35 | > 35 |
Key Summary
SYI | MVW | |
|---|---|---|
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 730.83m in AUM and 58 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. | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. |
Top 3 holdings | CSL Ltd (11.96 %) ANZ Group Holdings Ltd (9.75 %) National Australia Bank Ltd (9.54 %) | Codan Ltd (1.93 %) QBE Insurance Group Ltd (1.49 %) JB Hi Fi Ltd (1.45 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.2 % | 0.35 % |
Key Summary
SYI | MVW | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | MVIS Australia Equal Weight Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.35 % |
Price | $31.50 | $38.43 |
Size | $718.745 million | $3.292 billion |
10Y return | 14.50 % | 57.69 % |
Annual distribution yield (5Y) | 8.76 % | 3.86 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 06/03/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | MVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 257 | 251 |
Median incremental investment | $1,000.00 | $847.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,827.00 | $5,495.49 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | MVW | |
|---|---|---|
Pros |
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Cons |
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SYI | MVW |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |