Back
Compare AU
Compare IMPQ 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 Perennial Better Future Active ETF (IMPQ) and the Global X S&P 500 Covered Call Complex ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 591 | 7 |
Median incremental investment | $611.10 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,025.00 | $5,321.28 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | UYLD | |
|---|---|---|
Strategy | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. | 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 | Meridian Energy Ltd (5.80 %) Chorus Ltd (4.74 %) Australian Ethical Investment Ltd (4.57 %) | NVIDIA Corp (8.62 %) Apple Inc (7.09 %) Microsoft Corp (6.67 %) |
Top 3 industries | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.99 % | 0.6 % |
Key Summary
IMPQ | UYLD | |
|---|---|---|
Issuer | Perennial | Global X |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.6 % |
Price | $4.94 | $11.06 |
Size | N/A | $12.665 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.43 % | 6.23 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 591 | 7 |
Median incremental investment | $611.10 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,025.00 | $5,321.28 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | UYLD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IMPQ | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |