Compare AU
Compare IOZ 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 S&P Aussie 200 (IOZ) and the Global X S&P/ASX 200 Covered Call ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 698 | 10 |
Median incremental investment | $1,007.67 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,345.70 | $1,875.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | AYLD | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 52.54m 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 | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | Financials (56.04 %) Materials (16.72 %) Health Care (11.14 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) |
Management fee | 0.05 % | 0.6 % |
Key Summary
IOZ | AYLD | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P ASX 200 | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.6 % |
Price | $33.51 | $10.75 |
Size | $6.311 billion | $55.617 million |
10Y return | 48.21 % | N/A |
Annual distribution yield (5Y) | 5.36 % | 3.17 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 698 | 10 |
Median incremental investment | $1,007.67 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,345.70 | $1,875.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | AYLD | |
|---|---|---|
Pros |
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Cons |
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IOZ | AYLD |
|---|---|
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 |