Compare AU
Compare AYLD vs. UMAX
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 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 | 46 |
Median incremental investment | $1,168.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,928.88 | $2,418.98 |
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 76.93m in AUM and 202 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 (11.98 %) BHP Group Ltd (8.21 %) CSL Ltd (5.20 %) | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) |
Top 3 industries | Financials (56.05 %) Materials (16.46 %) Health Care (10.33 %) | 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 | $10.26 | $24.81 |
Size | $76.308 million | $256.468 million |
10Y return | N/A | 46.03 % |
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 | 46 |
Median incremental investment | $1,168.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,928.88 | $2,418.98 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | UMAX | |
|---|---|---|
Pros |
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Cons |
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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 |