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Compare AYLD vs. ADEF
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 Global X S&P/ASX 200 Covered Call Complex ETF (AYLD) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 15 | 0 |
Median incremental investment | $1,243.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,980.26 | $0 |
Average age group | > 35 | N/A |
Key Summary
AYLD | ADEF | |
|---|---|---|
Strategy | AYLD.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 S&P/ASX BuyWrite Index | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Commonwealth Bank of Australia (11.24 %) BHP Group Ltd (11.11 %) National Australia Bank Ltd (5.69 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | |
Management fee | 0.6 % | 0 % |
Key Summary
AYLD | ADEF | |
|---|---|---|
Issuer | Global X | Apostle |
Tracking index | S&P/ASX 200 Index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0 % |
Price | $10.22 | $5.83 |
Size | $93.932 million | $15.626 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.82 % | 0.32 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 15 | 0 |
Median incremental investment | $1,243.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,980.26 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
AYLD | ADEF | |
|---|---|---|
Pros |
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Cons |
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AYLD | ADEF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |