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Compare FRGG vs. UYLD

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

Franklin Global Growth 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 FRGG and UYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FRGG

UYLD

Popularity

N/A

Low

Pearlers invested

0

5

Median incremental investment

$0

$1,865.25

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$2,212.20

Average age group

N/A

> 35


Key Summary

FRGG

UYLD

Strategy

FRGG.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World ex Australia Index NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.

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

Franklin Global Growth 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

United States (99.39 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.9 %

0.6 %


Key Summary

FRGG

UYLD

Issuer

Franklin

Global X

Tracking index

MSCI World ex Australia Index - AUD - Benchmark TR Net

CBOE S&P 500 BuyWrite Index

Asset class

ETF

ETF

Management fee

0.9 %

0.6 %

Price

$2.57

$12.29

Size

N/A

$6.466 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

1.04 %

2.85 %

Market

ASX

ASX

First listed date

14/04/2024

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

FRGG

UYLD

Popularity

N/A

Low

Pearlers invested

0

5

Median incremental investment

$0

$1,865.25

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$2,212.20

Average age group

N/A

> 35


Pros and Cons

FRGG

UYLD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

FRGG

UYLD

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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