Compare AU
Compare FUTR 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 Janus Henderson Global Sustainable Eq Active ETF (FUTR) 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
FUTR | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $503.39 | $1,865.25 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,465.32 | $2,212.20 |
Average age group | > 35 | > 35 |
Key Summary
FUTR | UYLD | |
|---|---|---|
Strategy | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods | 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 | Microsoft Corp (5.66 %) NVIDIA Corp (4.22 %) Schneider Electric SE (3.33 %) | Apple Inc (7.54 %) NVIDIA Corp (6.90 %) Microsoft Corp (6.72 %) |
Top 3 industries | Industrials (35.37 %) Information Technology (30.29 %) Financials (17.04 %) | Information Technology (59.90 %) Consumer Discretionary (17.88 %) Communication Services (13.00 %) |
Top 3 countries | United States (63.63 %) France (7.69 %) Canada (6.06 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.8 % | 0.6 % |
Key Summary
FUTR | UYLD | |
|---|---|---|
Issuer | Janus Henderson | Global X |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.6 % |
Price | $35.99 | $12.29 |
Size | N/A | $6.466 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.42 % | 2.85 % |
Market | ASX | ASX |
First listed date | 21/09/2021 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUTR | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $503.39 | $1,865.25 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,465.32 | $2,212.20 |
Average age group | > 35 | > 35 |
Pros and Cons
FUTR | UYLD | |
|---|---|---|
Pros |
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Cons |
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FUTR | 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 |
Lower distribution yield | Higher distribution yield |