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Compare AU
Compare SYI vs. VDGR
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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 166 |
Median incremental investment | $1,000.00 | $1,003.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,774.13 | $4,610.74 |
Average age group | > 35 | > 35 |
Key Summary
SYI | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | Commonwealth Bank of Australia (10.59 %) Macquarie Group Ltd (9.32 %) Westpac Banking Corp (9.19 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | Australia (100.00 %) | United States (40.33 %) Australia (37.71 %) Japan (3.53 %) |
Management fee | 0.2 % | 0.27 % |
Key Summary
SYI | VDGR | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.27 % |
Price | $29.72 | $67.25 |
Size | $635.831 million | $1.222 million |
10Y return | 11.77 % | N/A |
Annual distribution yield (5Y) | 8.67 % | 3.90 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 166 |
Median incremental investment | $1,000.00 | $1,003.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,774.13 | $4,610.74 |
Average age group | > 35 | > 35 |
Pros and Cons
SYI | VDGR | |
|---|---|---|
Pros |
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Cons |
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SYI | VDGR |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |