Compare AU
Compare SYI vs. RARI
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 Russell Investments Australian Responsible Investment ETF (RARI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 36 |
Median incremental investment | $1,000.45 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,336.65 | $2,529.33 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | RARI | |
|---|---|---|
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. | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 402.48m in AUM and 101 holdings. To aim to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index over the long term. |
Top 3 holdings | Commonwealth Bank of Australia (10.75 %) ANZ Group Holdings Ltd (8.97 %) National Australia Bank Ltd (8.96 %) | Commonwealth Bank of Australia (12.16 %) CSL Ltd (5.10 %) National Australia Bank Ltd (4.72 %) |
Top 3 industries | Financials (57.30 %) Materials (15.40 %) Consumer Discretionary (15.19 %) | Financials (62.30 %) Health Care (11.45 %) Consumer Discretionary (8.54 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | Australia (98.76 %) New Zealand (1.24 %) |
Management fee | 0.2 % | 0.45 % |
Key Summary
SYI | RARI | |
|---|---|---|
Issuer | SPDR | Russell |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.45 % |
Price | $28.14 | $28.58 |
Size | $425.256 million | $417.177 million |
10Y return | -12.20 % | 14.32 % |
Annual distribution yield (5Y) | 8.96 % | 4.76 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 36 |
Median incremental investment | $1,000.45 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,336.65 | $2,529.33 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | RARI | |
|---|---|---|
Pros |
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Cons |
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SYI | RARI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |