Compare AU

Compare IHVV vs. UYLD

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

iShares S&P 500 Aud Hedged ETF

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 iShares S&P 500 Aud Hedged ETF (IHVV) 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

IHVV

UYLD

Popularity

Low

Low

Pearlers invested

159

4

Median incremental investment

$1,497.34

$1,865.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,576.95

$19,704.70

Average age group

> 35

> 35


Key Summary

IHVV

UYLD

Strategy

IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities.

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 Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

NVIDIA Corp (7.23 %)

Apple Inc (6.84 %)

Microsoft Corp (6.31 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Information Technology (61.90 %)

Consumer Discretionary (15.48 %)

Communication Services (12.92 %)

Top 3 countries

United States (94.52 %)

United States (99.39 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.1 %

0.6 %


Key Summary

IHVV

UYLD

Issuer

iShares

Global X

Tracking index

S&P 500 Hedged to AUD Index - AUD

CBOE S&P 500 BuyWrite Index

Asset class

ETF

ETF

Management fee

0.1 %

0.6 %

Price

$54.95

$11.44

Size

$1.931 billion

$4.990 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

51.08 %

2.72 %

Market

ASX

ASX

First listed date

18/12/2014

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

IHVV

UYLD

Popularity

Low

Low

Pearlers invested

159

4

Median incremental investment

$1,497.34

$1,865.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,576.95

$19,704.70

Average age group

> 35

> 35


Pros and Cons

IHVV

UYLD

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHVV

UYLD

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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