Grow it · ETFs

SYI vs IHD

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

At a glance

Comparing SYI and IHD. 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%
Higher risk-adjusted
SYI Sharpe 0.54 (10y)
Lower volatility
IHD 13.6% (10y)
Larger fund
SYI $733m

Side-by-side comparison

Metric SYI
State Street SPDR MSCI Australia Select High Dividend Yield ETF
IHD
iShares S&P/ASX Dividend Opportunities ESG Screened ETF
Snapshot
Provider
State Street
iShares
Tracks index
MSCI Australia Select High Dividend Yield Index
S&P/ASX Dividend Opportunities ESG Screened Index
Categories
AU, Dividend, Factor
AU, Dividend, ESG
Listed since
2010 (16 yrs)
2010 (16 yrs)
Fund size (AUM)
$733m
$406m
Cost & income
Management fee
0.2%
0.22%
Dividend yield
7.27%
4.1%
Franking
85%
80%
Turnover
25%
35%
Tax drag 1.13% 1.2%
Returns
Tax bracket
1-year return
15.2%
net
8.7%
net
3-year return
15%
net
14.5%
net
5-year return
11.8%
net
10.3%
net
10-year return
9.1%
net
7.9%
net
Risk
Volatility (3y)
9.1%
10.2%
Volatility (5y)
11.9%
12.1%
Volatility (10y)
13.8%
13.6%
Sharpe ratio (3y)
1.14
0.98
Sharpe ratio (5y)
0.71
0.59
Sharpe ratio (10y)
0.54
0.47
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

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.
IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF
  • Low-cost: a 0.22% management fee keeps more of the return in your pocket.
  • Pays a useful 4.1% income yield.
  • Cheaper alternatives exist: IOZ, VAS, and SYI.

Frequently Asked Questions

What's the difference between SYI vs IHD?

SYI and IHD 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 - SYI vs IHD?

SYI has the lower management fee at 0.2% a year, versus IHD 0.22%.

Which has performed higher - SYI vs IHD?

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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