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Compare HVLU vs. AYLD
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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU) and the Global X S&P/ASX 200 Covered Call Complex ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 16 |
Median incremental investment | $6,000.00 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,950.06 | $6,330.24 |
Average age group | > 35 | > 35 |
Key Summary
HVLU | AYLD | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 92.25m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | VanEck MSCI Intl Val ETF (98.99 %) | Commonwealth Bank of Australia (9.84 %) BHP Group Ltd (9.40 %) Westpac Banking Corp (5.04 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0.29 % | 0.6 % |
Key Summary
HVLU | AYLD | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.6 % |
Price | $35.83 | $10.06 |
Size | $56.291 million | $92.856 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.73 % | 7.82 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 16 |
Median incremental investment | $6,000.00 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,950.06 | $6,330.24 |
Average age group | > 35 | > 35 |
Pros and Cons
HVLU | AYLD | |
|---|---|---|
Pros |
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Cons |
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HVLU | AYLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |