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Compare AYLD vs. IHVV
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 iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 246 |
Median incremental investment | $1,243.50 | $1,509.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,959.77 | $4,663.50 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | IHVV | |
|---|---|---|
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 | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | Commonwealth Bank of Australia (10.89 %) BHP Group Ltd (9.77 %) National Australia Bank Ltd (5.42 %) | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.6 % | 0.1 % |
Key Summary
AYLD | IHVV | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | S&P/ASX 200 Index | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.1 % |
Price | $10.15 | $61.31 |
Size | $91.288 million | $3.286 billion |
10Y return | N/A | 143.09 % |
Annual distribution yield (5Y) | 7.82 % | 5.32 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 246 |
Median incremental investment | $1,243.50 | $1,509.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,959.77 | $4,663.50 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | IHVV | |
|---|---|---|
Pros |
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Cons |
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AYLD | IHVV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |