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Compare AYLD vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 2 |
Median incremental investment | $1,247.00 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $7,004.17 | $3,724.00 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | GIVE | |
|---|---|---|
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 | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Commonwealth Bank of Australia (11.86 %) BHP Group Ltd (10.67 %) Westpac Banking Corp (5.63 %) | Deterra Royalties Ltd Ordinary Shares (8.33 %) Reliance Worldwide Corp Ltd (6.24 %) GPT Group (6.17 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.6 % | 0.65 % |
Key Summary
AYLD | GIVE | |
|---|---|---|
Issuer | Global X | Perpetual |
Tracking index | S&P/ASX 200 Index | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.65 % |
Price | $10.26 | $2.79 |
Size | $90.931 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.99 % | 9.52 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 2 |
Median incremental investment | $1,247.00 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $7,004.17 | $3,724.00 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | GIVE | |
|---|---|---|
Pros |
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Cons |
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AYLD | GIVE |
|---|---|
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 |