IOZ vs SYI - Compare ETFs side by side

At a glance

Comparing IOZ and SYI. IOZ has the lower management fee at 0.05% a year, SYI has the higher 10 years return at 9.1% a year, and SYI offers the higher at 7.27%.

Lower fee

IOZ 0.05% p.a.

Higher 10 years return

SYI 9.1% p.a.

Higher yield

SYI 7.27%

Higher risk-adjusted

IOZ Sharpe 0.54 (10y)

Lower volatility

IOZ 13.4% (10y)

Larger fund

IOZ $9.6bn

Side-by-side comparison

Metric	IOZ iShares Core S&P/ASX 200 ETF	SYI State Street SPDR MSCI Australia Select High Dividend Yield ETF
Snapshot
Provider	iShares	State Street
Tracks index	S&P/ASX 200 Index	MSCI Australia Select High Dividend Yield Index
Categories	AU, Large-Cap, Market-Cap	AU, Dividend, Factor
Listed since	2010 (16 yrs)	2010 (16 yrs)
Fund size (AUM)	$9.6bn	$733m
Cost & income
Management fee	0.05%	0.2%
Dividend yield	3.4%	7.27%
Franking	80%	85%
Turnover	3%	25%
Tax drag	0.37%	1.13%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	2.6% net	15.2% net
3-year return	11.3% net	15% net
5-year return	7.6% net	11.8% net
10-year return	8.9% net	9.1% net
Risk
Volatility (3y)	10.7%	9.1%
Volatility (5y)	12.4%	11.9%
Volatility (10y)	13.4%	13.8%
Sharpe ratio (3y)	0.68	1.14
Sharpe ratio (5y)	0.38	0.71
Sharpe ratio (10y)	0.54	0.54
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IOZ iShares Core S&P/ASX 200 ETF

Low-cost: a 0.05% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: MQAE and A200.

Full IOZ analysis →

SYI State Street SPDR MSCI Australia Select High Dividend Yield ETF

Top-19% returns over 1 year (60th of 318 ETFs we track).
Low-cost: a 0.2% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: IOZ and VAS.

Full SYI analysis →

Frequently Asked Questions

What's the difference between IOZ vs SYI?

IOZ and SYI are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 10 years, SYI has delivered the higher total return (9.1% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IOZ vs SYI?

IOZ has the lower management fee at 0.05% a year, versus SYI 0.2%.

Which has performed higher - IOZ vs SYI?

Over the past 10 years, SYI has delivered the higher total return at 9.1% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

SYI pays the higher at 7.27%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IOZ is the larger fund by assets ($9.6bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IOZ vs STW IOZ vs VAS IOZ vs A200 IOZ vs MQAE IOZ vs QOZ IOZ vs FHCO SYI vs VHY SYI vs IHD

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.