Compare AU

Compare EINC vs. UYLD

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

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are EINC and UYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EINC

UYLD

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$765.45

$1,865.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,050.77

$2,212.20

Average age group

26 - 35

> 35


Key Summary

EINC

UYLD

Strategy

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

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 Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %)

Apple Inc (7.54 %)

NVIDIA Corp (6.90 %)

Microsoft Corp (6.72 %)

Top 3 industries

Information Technology (59.90 %)

Consumer Discretionary (17.88 %)

Communication Services (13.00 %)

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

United States (99.39 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.85 %

0.6 %


Key Summary

EINC

UYLD

Issuer

BetaShares

Global X

Tracking index

CBOE S&P 500 BuyWrite Index

Asset class

ETF

ETF

Management fee

0.85 %

0.6 %

Price

$8.83

$12.29

Size

$19.418 million

$6.466 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

5.87 %

2.85 %

Market

ASX

ASX

First listed date

19/02/2018

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

EINC

UYLD

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$765.45

$1,865.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,050.77

$2,212.20

Average age group

26 - 35

> 35


Pros and Cons

EINC

UYLD

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

EINC

UYLD

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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