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Compare SYI vs. PLUS
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 VanEck Australian Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 3 |
Median incremental investment | $1,000.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,774.13 | $13,079.04 |
Average age group | > 35 | > 35 |
Key Summary
SYI | PLUS | |
|---|---|---|
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 639.26m 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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | Commonwealth Bank of Australia (10.59 %) Macquarie Group Ltd (9.32 %) Westpac Banking Corp (9.19 %) | Scentre Group Trust 1 (1.89 %) AusNet Services Holdings Pty Ltd. (1.84 %) Credit Agricole S.A. (1.78 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.2 % | 0.32 % |
Key Summary
SYI | PLUS | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.32 % |
Price | $29.72 | $16.62 |
Size | $635.831 million | $356.246 million |
10Y return | 11.77 % | N/A |
Annual distribution yield (5Y) | 8.67 % | 3.03 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 3 |
Median incremental investment | $1,000.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,774.13 | $13,079.04 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | PLUS | |
|---|---|---|
Pros |
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Cons |
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SYI | PLUS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |