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Compare ALFA vs. UYLD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck Australian Long Short Complex ETF (ALFA) and the Global X S&P 500 Covered Call Complex ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 9 |
Median incremental investment | $993.50 | $1,045.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,962.23 | $4,897.40 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | UYLD | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | UYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Cboe S&P 500 BuyWrite Index. |
Top 3 holdings | Woolworths Group Ltd (5.47 %) BHP Group Ltd (5.30 %) Telstra Group Ltd (5.24 %) | NVIDIA Corp (7.95 %) Apple Inc (7.50 %) Microsoft Corp (5.59 %) |
Top 3 industries | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) | |
Top 3 countries | Australia (100.00 %) | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) |
Management fee | 0.39 % | 0.6 % |
Key Summary
ALFA | UYLD | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | Cboe S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.6 % |
Price | $22.95 | $10.42 |
Size | $36.261 million | $16.456 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.70 % | 6.72 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 9 |
Median incremental investment | $993.50 | $1,045.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,962.23 | $4,897.40 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | UYLD | |
|---|---|---|
Pros |
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Cons |
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ALFA | UYLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |