Compare AU

Compare QOZ vs. UYLD

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares FTSE Rafi Australia 200 ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares FTSE Rafi Australia 200 ETF (QOZ) and the Global X S&P 500 Covered Call ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QOZ

UYLD

Popularity

Low

Low

Pearlers invested

41

4

Median incremental investment

$1,100.42

$1,865.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,476.04

$19,427.90

Average age group

> 35

> 35


Key Summary

QOZ

UYLD

Strategy

QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 618.2m in AUM and 192 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses.

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

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Apple Inc (7.16 %)

NVIDIA Corp (7.00 %)

Microsoft Corp (6.44 %)

Top 3 industries

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Information Technology (63.38 %)

Consumer Discretionary (14.41 %)

Communication Services (12.80 %)

Top 3 countries

Australia (98.78 %)

New Zealand (0.56 %)

Ireland (0.33 %)

Management fee

0.4 %

0.6 %


Key Summary

QOZ

UYLD

Issuer

BetaShares

Global X

Tracking index

FTSE RAFI Australia 200 Index - AUD

CBOE S&P 500 BuyWrite Index

Asset class

ETF

ETF

Management fee

0.4 %

0.6 %

Price

$16.73

$11.23

Size

$620.424 million

$4.990 million

10Y return

31.53 %

N/A

Annual distribution yield (5Y)

6.69 %

2.72 %

Market

ASX

ASX

First listed date

11/07/2013

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

QOZ

UYLD

Popularity

Low

Low

Pearlers invested

41

4

Median incremental investment

$1,100.42

$1,865.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,476.04

$19,427.90

Average age group

> 35

> 35


Pros and Cons

QOZ

UYLD

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QOZ

UYLD

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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