Back
Compare AU
Compare SYI vs. SWTZ
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 State Street SPDR MSCI Aus Select High Dividend Yield ETF (SYI) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 255 | 4 |
Median incremental investment | $1,000.00 | $585.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,814.82 | $2,583.97 |
Average age group | > 35 | > 35 |
Key Summary
SYI | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | CSL Ltd (11.89 %) ANZ Group Holdings Ltd (9.71 %) National Australia Bank Ltd (9.59 %) | BHP Group Ltd (12.18 %) Commonwealth Bank of Australia (7.30 %) Westpac Banking Corp (6.45 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (100.00 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0.2 % | 0.89 % |
Key Summary
SYI | SWTZ | |
|---|---|---|
Issuer | SPDR | AGP |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.89 % |
Price | $31.35 | $2.33 |
Size | $718.745 million | $59.116 million |
10Y return | 14.29 % | N/A |
Annual distribution yield (5Y) | 8.76 % | 5.28 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 255 | 4 |
Median incremental investment | $1,000.00 | $585.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,814.82 | $2,583.97 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | SWTZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SYI | SWTZ |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |