Back
Compare AU
Compare FAIR 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 Australian Sustainability Leaders ETF (FAIR) 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
FAIR | UYLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,147 | 9 |
Median incremental investment | $788.50 | $1,056.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,739.45 | $6,268.08 |
Average age group | 26 - 35 | > 35 |
Key Summary
FAIR | UYLD | |
|---|---|---|
Strategy | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. | 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 | SPI 200 FUTURES DEC26 (0 %) CSL LTD (4.45 %) TELSTRA GROUP LTD (4.24 %) | NVIDIA Corp (8.73 %) Apple Inc (7.47 %) Microsoft Corp (5.98 %) |
Top 3 industries | Financials (17.63 %) Real Estate (17.44 %) Health Care (16.08 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | Australia (91.86 %) United States (5.21 %) New Zealand (2.06 %) | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) |
Management fee | 0.49 % | 0.6 % |
Key Summary
FAIR | UYLD | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Nasdaq Future Australian Sustainability Leaders Index - AUD | Cboe S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.6 % |
Price | $18.30 | $10.67 |
Size | $1.006 billion | $17.111 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.97 % | 6.77 % |
Market | ASX | ASX |
First listed date | 29/11/2017 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FAIR | UYLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,147 | 9 |
Median incremental investment | $788.50 | $1,056.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,739.45 | $6,268.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FAIR | UYLD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FAIR | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |