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Compare IYLD vs. OPPT
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 Yield Plus ETF (IYLD) and the Magellan Global Opportunities Fund - Active ETF (OPPT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IYLD | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $198.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,897.91 | $5,083.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
IYLD | OPPT | |
|---|---|---|
Strategy | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 77.01m in AUM and 123 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term. |
Top 3 holdings | AUD CASH (1.46 %) CPPIB CAPITAL INC RegS (1.19 %) CPPIB CAPITAL INC MTN RegS (1.18 %) | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) |
Top 3 industries | Other (97.45 %) Financials (1.60 %) Consumer Discretionary (1.10 %) | |
Top 3 countries | ||
Management fee | 0.12 % | 0 % |
Key Summary
IYLD | OPPT | |
|---|---|---|
Issuer | iShares | Magellan |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0 % |
Price | $99.99 | $1.785 |
Size | $80.969 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.44 % | 5.83 % |
Market | ASX | ASX |
First listed date | 28/05/2020 | 30/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IYLD | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $198.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,897.91 | $5,083.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IYLD | OPPT | |
|---|---|---|
Pros |
| |
Cons |
|
IYLD | OPPT |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |