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SYIState Street · Equity - Australia Sectors · Equity · Australia

SPDR MSCI Australia Select High Dividend Yield ETF

Fee p.a.
0.20%
ASX report
Fund size
A$704m
12m flow A$181m
Yield
7.2%
4 payments / yr
Volatility 3y
11.9%
annualised
Max DD 3y
−11.0%
all-time −36.1%
Listed
2010
30 Sept 2010 · spread 0.07%

Growth of $10,000

Since listing, distributions reinvested
$5k$10k$15k$20k$25k$30k$35k201020122014201620182020202220242026
$10,000 at listing$31,648 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
0.7%
3.0%
3 months
11.4%
6 months
10.3%
Year to date
14.7%
1 year
13.2%
16.3%
3 years p.a.
14.0%
14.6%
5 years p.a.
10.8%
11.9%
10 years p.a.
9.3%
Since listing p.a.
7.5%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.83Vol 1y 11.1%Vol 5y 14.1%Max DD 1y −6.6%Max DD 5y −15.7%Best year 23.1%80% positive years

Calendar-year returns

2011
−11.6%
2012
16.9%
2013
23.1%
2014
3.8%
2015
−1.8%
2016
12.3%
2017
6.6%
2018
−6.2%
2019
19.8%
2020
1.5%
2021
12.6%
2022
4.6%
2023
8.3%
2024
8.1%
2025
15.0%
2026
14.7%

Where the money is

Look-through exposure as at 2 Sept 2026 · 56 securities · top 10 = 68.3%

Country

Australia100.0%

Sector

Financials45.3%
Health Care13.1%
Communication Services8.8%
Materials7.8%
Industrials7.8%
Consumer Staples6.2%
Energy4.2%
Utilities3.5%
Consumer Discretionary2.7%
Information Technology0.5%

Top holdings

Csl LtdAustralia
11.9%
Anz Group Hldgs LiAustralia
9.9%
Natl Australia BkAustralia
9.7%
Westpac Bkg CorpAustralia
8.8%
Telstra Group LtdAustralia
7.5%
Qbe Ins GroupAustralia
4.8%
Coles Group LtdAustralia
4.5%
Evolution MiningAustralia
4.2%
Santos LimitedAustralia
3.8%
Computershare LtdAustralia
3.0%
Suncorp Group LtdAustralia
3.0%
Origin EnergyAustralia
2.8%
Insurance Aust GrpAustralia
2.6%
Qantas AirwaysAustralia
1.9%
Bluescope SteelAustralia
1.9%

Top 15 of 56 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Global X S&P/ASX 200 High Dividend ETF
0.24%
60%
0.86
iShares S&P/ASX Dividend Opportunities ESG Screened ETF
0.23%
52%
0.82
Betashares S&P Australian Shares High Yield ETF
0.25%
51%
0.78
iShares Global High Yield Bond (AUD Hedged) ETF
0.56%
51%
0.18
VanEck MSCI Australian Quality Plus ETF
0.35%
50%
0.62
Vanguard Australian Shares High Yield ETF
0.25%
48%
0.86
SPDR S&P/ASX 200 Financials ex AREIT ETF
0.34%
42%
0.73
Betashares Financials Sector ETF
0.34%
42%
0.75
VanEck MSCI Australian Sustainable Equity ETF
0.35%
40%
0.62
iShares Edge MSCI Australia Minimum Volatility ETF
0.30%
39%
0.51
Compare SYI with these →