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Compare DBBF 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 Betashares Ethical Diversified Balanced ETF (DBBF) 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
DBBF | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 7 |
Median incremental investment | $5,002.80 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,134.75 | $5,326.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | UYLD | |
|---|---|---|
Strategy | DBBF.AX was created on 2019-12-15 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. DBBF.AX aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. | 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 | BETASHARES ETHICAL AUSTRALIAN (29.78 %) BETASHARES GLOBAL SUSTAINABILI (21.20 %) BETASHARES AUSTRALIAN SUSTAINA (19.66 %) | NVIDIA Corp (8.11 %) Apple Inc (7.20 %) Microsoft Corp (6.65 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.26 % | 0.6 % |
Key Summary
DBBF | UYLD | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.6 % |
Price | $26.43 | $11.06 |
Size | $38.354 million | $12.640 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.48 % | 6.23 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 7 |
Median incremental investment | $5,002.80 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,134.75 | $5,326.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | UYLD | |
|---|---|---|
Pros |
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Cons |
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DBBF | UYLD |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |