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Compare AU

Compare AYLD vs. UMAX

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

Global X S&P/ASX 200 Covered Call Complex 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 Complex ETF (AYLD) and the Betashares S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AYLD

UMAX

Popularity

Low

Low

Pearlers invested

13

45

Median incremental investment

$1,168.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,911.96

$2,315.52

Average age group

> 35

> 35


Key Summary

AYLD

UMAX

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 68.43m in AUM and 203 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

UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index.

Top 3 holdings

Commonwealth Bank of Australia (11.85 %)

BHP Group Ltd (8.28 %)

CSL Ltd (5.02 %)

SPX US 04/17/25 C5840 (0 %)

SPX US 04/17/25 C5870 (0 %)

ISHARES CORE S&P 500 ETF (97.87 %)

Top 3 industries

Financials (56.07 %)

Materials (16.72 %)

Health Care (10.14 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

Australia (94.85 %)

United States (3.09 %)

New Zealand (1.58 %)

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.6 %

0.79 %


Key Summary

AYLD

UMAX

Issuer

Global X

BetaShares

Tracking index

S&P/ASX 200 Index

Asset class

ETF

ETF

Management fee

0.6 %

0.79 %

Price

$10.14

$24.32

Size

$74.340 million

$248.027 million

10Y return

N/A

44.08 %

Annual distribution yield (5Y)

4.18 %

6.08 %

Market

ASX

ASX

First listed date

31/01/2023

19/09/2014

Purchase fee

$6.50

$6.50


Community Stats

AYLD

UMAX

Popularity

Low

Low

Pearlers invested

13

45

Median incremental investment

$1,168.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,911.96

$2,315.52

Average age group

> 35

> 35


Pros and Cons

AYLD

UMAX

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

AYLD

UMAX

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 price growth

Higher price growth

Lower distribution yield

Higher distribution yield