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Compare AU
Compare SFY 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 State Street SPDR S&P/ASX 50 ETF (SFY) 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
SFY | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 10 |
Median incremental investment | $993.50 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,375.85 | $3,635.58 |
Average age group | > 35 | > 35 |
Key Summary
SFY | UYLD | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (13.71 %) BHP Group Ltd (12.44 %) Westpac Banking Corp (6.55 %) | NVIDIA Corp (7.95 %) Apple Inc (6.81 %) Microsoft Corp (4.93 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) |
Management fee | 0.2 % | 0.6 % |
Key Summary
SFY | UYLD | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 50 Index - AUD | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.6 % |
Price | $78.69 | $10.30 |
Size | $759.679 million | $12.809 million |
10Y return | 62.52 % | N/A |
Annual distribution yield (5Y) | 4.26 % | 6.52 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 10 |
Median incremental investment | $993.50 | $1,100.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,375.85 | $3,635.58 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | UYLD | |
|---|---|---|
Pros |
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Cons |
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SFY | 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 |