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Compare AYLD vs. IOZ
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 Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 987 |
Median incremental investment | $1,400.00 | $994.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,362.33 | $3,040.56 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | IOZ | |
|---|---|---|
Strategy | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 108.87m in AUM and 201 holdings. 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 seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | BHP Group Ltd (11.71 %) Commonwealth Bank of Australia (11.05 %) Westpac Banking Corp (4.84 %) | COMMONWEALTH BANK OF AUSTRALIA (10.99 %) BHP GROUP LTD (10.32 %) WESTPAC BANKING CORPORATION CORP (4.98 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0.6 % | 0.05 % |
Key Summary
AYLD | IOZ | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | S&P/ASX 200 Index | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.05 % |
Price | $10.49 | $36.86 |
Size | $113.389 million | $9.530 billion |
10Y return | N/A | 62.59 % |
Annual distribution yield (5Y) | 8.09 % | 4.15 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 987 |
Median incremental investment | $1,400.00 | $994.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,362.33 | $3,040.56 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | IOZ | |
|---|---|---|
Pros |
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Cons |
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AYLD | IOZ |
|---|---|
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 |