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Compare IXI 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 iShares Global Consumer Staples ETF (IXI) 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
IXI | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 7 |
Median incremental investment | $996.75 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,221.88 | $5,330.92 |
Average age group | > 35 | > 35 |
Key Summary
IXI | UYLD | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 | ISHARES GLOBAL CONSUMER STAPLES ET (99.96 %) AUD CASH (0.03 %) USD CASH (0.00 %) | NVIDIA Corp (8.62 %) Apple Inc (7.09 %) Microsoft Corp (6.67 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.4 % | 0.6 % |
Key Summary
IXI | UYLD | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.6 % |
Price | $98.75 | $11.06 |
Size | $134.825 million | $12.665 million |
10Y return | 53.18 % | N/A |
Annual distribution yield (5Y) | 2.19 % | 6.23 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 7 |
Median incremental investment | $996.75 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,221.88 | $5,330.92 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | UYLD | |
|---|---|---|
Pros |
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Cons |
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IXI | UYLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |