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Compare AU
Compare AYLD vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 15 | 0 |
Median incremental investment | $1,243.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,952.94 | $0 |
Average age group | > 35 | N/A |
Key Summary
AYLD | R3AL | |
|---|---|---|
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 | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Commonwealth Bank of Australia (11.37 %) BHP Group Ltd (10.05 %) National Australia Bank Ltd (5.42 %) | Scentre Group (6.86 %) APA Group (5.86 %) Aurizon Holdings Ltd (5.83 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.6 % | 0 % |
Key Summary
AYLD | R3AL | |
|---|---|---|
Issuer | Global X | Martin Currie |
Tracking index | S&P/ASX 200 Index | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0 % |
Price | $10.18 | $1.605 |
Size | $93.762 million | $482.866 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.82 % | 4.17 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 15 | 0 |
Median incremental investment | $1,243.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $6,952.94 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
AYLD | R3AL | |
|---|---|---|
Pros |
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Cons |
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AYLD | R3AL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |