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Compare DAOR vs. UYLD
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 Aoris Int Fund (Class D) (Hedged) Active ETF (DAOR) and the Global X S&P 500 Covered Call Complex ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DAOR | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $3,993.50 | $1,100.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,538.45 | $5,282.72 |
Average age group | > 35 | > 35 |
Key Summary
DAOR | UYLD | |
|---|---|---|
Strategy | DAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. | UYLD.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 Cboe S&P 500 BuyWrite Index. |
Top 3 holdings | Microsoft Corp (9.75 %) Halma PLC (9.54 %) Amphenol Corp Class A (8.50 %) | NVIDIA Corp (8.11 %) Apple Inc (7.20 %) Microsoft Corp (6.65 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 1.15 % | 0.6 % |
Key Summary
DAOR | UYLD | |
|---|---|---|
Issuer | AORIS | Global X |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 1.15 % | 0.6 % |
Price | $1.925 | $10.96 |
Size | N/A | $12.640 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.00 % | 6.23 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAOR | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $3,993.50 | $1,100.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,538.45 | $5,282.72 |
Average age group | > 35 | > 35 |
Pros and Cons
DAOR | UYLD | |
|---|---|---|
Pros |
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Cons |
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DAOR | UYLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |