Compare AU

Compare AYLD vs. IMPQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X S&P/ASX 200 Covered Call ETF

ASX

Buy

Buy

Overview
Performance

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 ETF (AYLD) and the Perennial Better Future Fund (Managed Fund) (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AYLD

IMPQ

Popularity

Low

Low

Pearlers invested

10

625

Median incremental investment

$1,113.00

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,643.98

$995.86

Average age group

> 35

26 - 35


Key Summary

AYLD

IMPQ

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

IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments.

Top 3 holdings

Commonwealth Bank of Australia (11.21 %)

BHP Group Ltd (8.22 %)

National Australia Bank Ltd (5.10 %)

Meridian Energy Ltd (5.78 %)

AUB Group Ltd (5.10 %)

Chorus Ltd (4.87 %)

Top 3 industries

Financials (56.18 %)

Materials (16.63 %)

Consumer Discretionary (10.84 %)

Financials (18.61 %)

Other (17.64 %)

Real Estate (16.79 %)

Top 3 countries

Australia (94.85 %)

United States (3.09 %)

New Zealand (1.58 %)

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Management fee

0.6 %

0.99 %


Key Summary

AYLD

IMPQ

Issuer

Global X

Perennial

Tracking index

S&P/ASX 200 Index

Asset class

ETF

ETF

Management fee

0.6 %

0.99 %

Price

$10.73

$4.98

Size

$54.945 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.70 %

2.05 %

Market

ASX

ASX

First listed date

31/01/2023

23/05/2019

Purchase fee

$6.50

$6.50


Community Stats

AYLD

IMPQ

Popularity

Low

Low

Pearlers invested

10

625

Median incremental investment

$1,113.00

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,643.98

$995.86

Average age group

> 35

26 - 35


Pros and Cons

AYLD

IMPQ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

AYLD

IMPQ

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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