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 9.1% a year, and SYI offers the higher at 7.27%.
Lower fee
SYI 0.2% p.a.
Higher 10 years return
SYI 9.1% p.a.
Higher yield
SYI 7.27%
Lower volatility
SYI 13.8% (10y)
Larger fund
SYI $733m

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)
$462m
$733m
Cost & income
Management fee
0.85%
0.2%
Dividend yield
3.08%
7.27%
Franking
30%
85%
Turnover
28%
25%
Tax drag 1.39% 1.13%
Returns
Tax bracket
1-year return
-6.5%
net
15.2%
net
3-year return
4.3%
net
15%
net
5-year return
-2.4%
net
11.8%
net
10-year return
-0.9%
net
9.1%
net
Risk
Volatility (3y)
10.2%
9.1%
Volatility (5y)
14.1%
11.9%
Volatility (10y)
15.6%
13.8%
Sharpe ratio (3y)
—
1.14
Sharpe ratio (5y)
—
0.71
Sharpe ratio (10y)
—
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

R3AL Martin Currie Real Income Fund - Active ETF
  • Has lagged most peers over 10 years (109th of 110).
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.

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 (9.1% 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 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?

SYI is the larger fund by assets ($733m). 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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