Back
Compare AU
Compare SYI vs. USTB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are SYI and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SYI | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 205 | 6 |
Median incremental investment | $1,000.00 | $1,892.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,733.37 | $2,744.82 |
Average age group | > 35 | > 35 |
Key Summary
SYI | USTB | |
|---|---|---|
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. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Commonwealth Bank of Australia (10.58 %) Westpac Banking Corp (9.36 %) Macquarie Group Ltd (9.20 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.2 % | 0.19 % |
Key Summary
SYI | USTB | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.19 % |
Price | $30.41 | $9.18 |
Size | $635.831 million | N/A |
10Y return | 13.55 % | N/A |
Annual distribution/ dividend yield (5Y) | 8.67 % | 2.33 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 205 | 6 |
Median incremental investment | $1,000.00 | $1,892.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,733.37 | $2,744.82 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | USTB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SYI | USTB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |