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Compare QPON 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 Betashares Australian Bank Senior Floating Rate Bond ETF (QPON) 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
QPON | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 9 |
Median incremental investment | $3,618.86 | $1,144.63 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,700.68 | $3,435.63 |
Average age group | > 35 | > 35 |
Key Summary
QPON | UYLD | |
|---|---|---|
Strategy | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1858.54m in AUM and 12 holdings. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. | 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 | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD FRN FEB-30 (10.64 %) NATIONAL AUSTRALIA BANK LTD FRN NOV-29 (9.98 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-30 (9.98 %) | NVIDIA Corp (7.61 %) Apple Inc (6.25 %) Microsoft Corp (5.64 %) |
Top 3 industries | Other (96.47 %) Communication Services (3.53 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | |
Management fee | 0.22 % | 0.6 % |
Key Summary
QPON | UYLD | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.6 % |
Price | $26.21 | $10.77 |
Size | $1.862 billion | $12.407 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 6.18 % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QPON | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 9 |
Median incremental investment | $3,618.86 | $1,144.63 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,700.68 | $3,435.63 |
Average age group | > 35 | > 35 |
Pros and Cons
QPON | UYLD | |
|---|---|---|
Pros |
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Cons |
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QPON | 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 |