Compare AU
Compare ETHI 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 Global Sustainability Leaders ETF (ETHI) and the Global X S&P 500 Covered Call ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ETHI | UYLD | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,470 | 6 |
Median incremental investment | $793.50 | $1,231.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,178.00 | $3,751.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | UYLD | |
---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as โClimate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | APPLE INC (5.05 %) NVIDIA CORP (4.92 %) VISA INC (4.71 %) | Apple Inc (6.98 %) Microsoft Corp (6.10 %) NVIDIA Corp (6.08 %) |
Top 3 industries | Information Technology (26.88 %) Financials (21.97 %) Other (21.23 %) | Information Technology (58.23 %) Consumer Discretionary (17.71 %) Communication Services (14.38 %) |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.59 % | 0.6 % |
Key Summary
ETHI | UYLD | |
---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.6 % |
Price | $16.42 | $12.30 |
Size | $3.725 billion | $7.381 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.50 % | 2.96 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | UYLD | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,470 | 6 |
Median incremental investment | $793.50 | $1,231.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,178.00 | $3,751.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | UYLD | |
---|---|---|
Pros |
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Cons |
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ETHI | UYLD |
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Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |