Compare AU
Compare SYI vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 13 |
Median incremental investment | $1,000.45 | $2,216.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,361.83 | $5,849.90 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SYI | VEFI | |
|---|---|---|
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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (10.75 %) ANZ Group Holdings Ltd (8.97 %) National Australia Bank Ltd (8.96 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Financials (57.03 %) Materials (15.64 %) Consumer Discretionary (15.19 %) | Financials (0.00 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | |
Management fee | 0.2 % | 0.26 % |
Key Summary
SYI | VEFI | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.26 % |
Price | $28.67 | $42.70 |
Size | $436.240 million | $4.218 million |
10Y return | -11.43 % | N/A |
Annual distribution yield (5Y) | 8.96 % | 3.49 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 13 |
Median incremental investment | $1,000.45 | $2,216.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,361.83 | $5,849.90 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SYI | VEFI | |
|---|---|---|
Pros |
| |
Cons |
|
SYI | VEFI |
|---|---|
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 |