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Compare MOAT 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 VanEck Morningstar Wide Moat ETF (MOAT) 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
MOAT | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 553 | 7 |
Median incremental investment | $1,000.00 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,423.32 | $3,518.57 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | UYLD | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Huntington Ingalls Industries Inc (3.16 %) United Parcel Service Inc Class B (2.83 %) The Estee Lauder Companies Inc Class A (2.83 %) | NVIDIA Corp (7.71 %) Apple Inc (6.60 %) Microsoft Corp (6.09 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.49 % | 0.6 % |
Key Summary
MOAT | UYLD | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | Morningstar Wide Moat Focus Index - AUD | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.6 % |
Price | $135.08 | $11.03 |
Size | $1.009 billion | $13.194 million |
10Y return | 241.54 % | N/A |
Annual distribution yield (5Y) | 4.86 % | 6.36 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 553 | 7 |
Median incremental investment | $1,000.00 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,423.32 | $3,518.57 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | UYLD | |
|---|---|---|
Pros |
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Cons |
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MOAT | UYLD |
|---|---|
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 |