Compare AU
Compare AYLD vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 13 |
Median incremental investment | $1,168.50 | $2,216.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,911.96 | $5,849.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
AYLD | VEFI | |
|---|---|---|
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 | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (11.85 %) BHP Group Ltd (8.28 %) CSL Ltd (5.02 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Financials (56.07 %) Materials (16.72 %) Health Care (10.14 %) | Financials (0.00 %) |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0.6 % | 0.26 % |
Key Summary
AYLD | VEFI | |
|---|---|---|
Issuer | Global X | Vanguard |
Tracking index | S&P/ASX 200 Index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.26 % |
Price | $10.14 | $42.81 |
Size | $74.340 million | $4.218 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.18 % | 3.49 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 13 |
Median incremental investment | $1,168.50 | $2,216.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,911.96 | $5,849.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AYLD | VEFI | |
|---|---|---|
Pros |
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Cons |
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AYLD | VEFI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |