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Compare AYLD vs. CGUN
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 Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $1,211.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,817.96 | $2,301.38 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | CGUN | |
|---|---|---|
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 | The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | Commonwealth Bank of Australia (11.07 %) BHP Group Ltd (8.21 %) Westpac Banking Corp (5.25 %) | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0.6 % | 0 % |
Key Summary
AYLD | CGUN | |
|---|---|---|
Issuer | Global X | Claremont Global |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0 % |
Price | $10.21 | $1.615 |
Size | $85.489 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.62 % | 6.02 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $1,211.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,817.96 | $2,301.38 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | CGUN | |
|---|---|---|
Pros |
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Cons |
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AYLD | CGUN |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |