Compare AU
Compare VSO vs. SYI
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 Vanguard MSCI Australian Small Companies Index ETF (VSO) and the SPDR MSCI Australia Select High Dividend Yield ETF (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 246 | 117 |
Median incremental investment | $999.94 | $1,000.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,389.18 | $1,519.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | SYI | |
|---|---|---|
Strategy | 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. | 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 458.04m in AUM and 60 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. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | Commonwealth Bank of Australia (10.70 %) ANZ Group Holdings Ltd (9.25 %) National Australia Bank Ltd (9.04 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Financials (56.57 %) Materials (16.24 %) Consumer Discretionary (15.19 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) |
Management fee | 0.3 % | 0.2 % |
Key Summary
VSO | SYI | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | MSCI Australia Select High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.2 % |
Price | $70.00 | $30.29 |
Size | N/A | $459.833 million |
10Y return | 49.54 % | -1.14 % |
Annual distribution yield (5Y) | 5.40 % | 8.96 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 246 | 117 |
Median incremental investment | $999.94 | $1,000.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,389.18 | $1,519.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | SYI | |
|---|---|---|
Pros |
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Cons |
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VSO | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |