Compare AU
Compare SYI vs. VSO
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 MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SYI | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 243 |
Median incremental investment | $1,000.93 | $999.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,486.50 | $2,375.92 |
Average age group | 26 - 35 | > 35 |
Key Summary
SYI | VSO | |
|---|---|---|
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 444.18m 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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (10.70 %) ANZ Group Holdings Ltd (9.25 %) National Australia Bank Ltd (9.04 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Financials (57.24 %) Materials (15.72 %) Consumer Discretionary (15.19 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | 0.2 % | 0.3 % |
Key Summary
SYI | VSO | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.3 % |
Price | $29.73 | $69.88 |
Size | $449.754 million | N/A |
10Y return | -2.30 % | 51.42 % |
Annual distribution yield (5Y) | 8.96 % | 5.40 % |
Market | ASX | ASX |
First listed date | 29/09/2010 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SYI | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 243 |
Median incremental investment | $1,000.93 | $999.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,486.50 | $2,375.92 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SYI | VSO | |
|---|---|---|
Pros |
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Cons |
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SYI | VSO |
|---|---|
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 |