Compare AU

Compare HGBL vs. UYLD

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

BetaShares Global Shares ETF - Currency Hedged

ASX

Buy

Buy

Overview
Performance

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 Shares ETF - Currency Hedged (HGBL) 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

HGBL

UYLD

Popularity

Low

Low

Pearlers invested

62

5

Median incremental investment

$3,999.37

$1,231.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$15,355.06

$2,701.60

Average age group

26 - 35

> 35


Key Summary

HGBL

UYLD

Strategy

HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index.

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 (5.31 %)

NVIDIA CORP (4.90 %)

MICROSOFT CORP (4.60 %)

Apple Inc (7.39 %)

NVIDIA Corp (6.94 %)

Microsoft Corp (6.34 %)

Top 3 industries

Other (28.27 %)

Information Technology (24.25 %)

Financials (8.94 %)

Information Technology (60.64 %)

Consumer Discretionary (17.32 %)

Communication Services (12.78 %)

Top 3 countries

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

United States (99.39 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.11 %

0.6 %


Key Summary

HGBL

UYLD

Issuer

BetaShares

Global X

Tracking index

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

CBOE S&P 500 BuyWrite Index

Asset class

ETF

ETF

Management fee

0.11 %

0.6 %

Price

$65.89

$12.28

Size

$1.110 billion

$7.387 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

2.96 %

Market

ASX

ASX

First listed date

17/05/2023

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

HGBL

UYLD

Popularity

Low

Low

Pearlers invested

62

5

Median incremental investment

$3,999.37

$1,231.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$15,355.06

$2,701.60

Average age group

26 - 35

> 35


Pros and Cons

HGBL

UYLD

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

HGBL

UYLD

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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