Grow it · ETFs

R3AL vs SYI

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing R3AL and SYI. SYI has the lower management fee at 0.2% a year, SYI has the higher 10 years return at 8.8% a year, and SYI offers the higher at 7.36%.
Lower fee
SYI 0.2% p.a.
Higher 10 years return
SYI 8.8% p.a.
Higher yield
SYI 7.36%
Lower volatility
SYI 13.8% (10y)
Larger fund
SYI $705m

Side-by-side comparison

Metric R3AL
Martin Currie Real Income Fund - Active ETF
SYI
State Street SPDR MSCI Australia Select High Dividend Yield ETF
Snapshot
Provider
State Street
Tracks index
MSCI Australia Select High Dividend Yield Index
Categories
AU, Dividend, Active
AU, Dividend, Factor
Listed since
2010 (16 yrs)
Fund size (AUM)
$517m
$705m
Cost & income
Management fee
0.85%
0.2%
Dividend yield
2.89%
7.36%
Franking
30%
85%
Turnover
28%
25%
Tax drag 1.34% 1.13%
Returns
Tax bracket
1-year return
2.2%
net
15%
net
3-year return
3.3%
net
13%
net
5-year return
0.1%
net
9.8%
net
10-year return
-0.8%
net
8.8%
net
Risk
Volatility (3y)
10.7%
9.2%
Volatility (5y)
14.2%
12.2%
Volatility (10y)
15.6%
13.8%
Sharpe ratio (3y)
0.93
Sharpe ratio (5y)
0.57
Sharpe ratio (10y)
0.53
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

R3AL Martin Currie Real Income Fund - Active ETF
  • Has lagged most peers over 10 years (107th of 108).
SYI State Street SPDR MSCI Australia Select High Dividend Yield ETF
  • Low-cost: a 0.2% management fee keeps more of the return in your pocket.
  • High 7.36% income yield — good for investors who want regular cash flow.
  • Cheaper alternatives exist: IOZ and VAS.

Frequently Asked Questions

What's the difference between R3AL vs SYI?

R3AL and SYI are 2 Australian-listed ETFs we compare side by side. SYI carries the lower management fee (0.2%). Over 10 years, SYI has delivered the higher total return (8.8% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - R3AL vs SYI?

SYI has the lower management fee at 0.2% a year, versus R3AL 0.85%.

Which has performed higher - R3AL vs SYI?

Over the past 10 years, SYI has delivered the higher total return at 8.8% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

SYI pays the higher at 7.36%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

SYI is the larger fund by assets ($705m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

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.

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