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Compare UYLD vs. BAOR
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 Global X S&P 500 Covered Call Complex ETF (UYLD) and the Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UYLD | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 2 |
Median incremental investment | $1,100.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,089.63 | $676.89 |
Average age group | > 35 | > 35 |
Key Summary
UYLD | BAOR | |
|---|---|---|
Strategy | 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. | BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. |
Top 3 holdings | NVIDIA Corp (7.54 %) Apple Inc (6.63 %) Microsoft Corp (5.28 %) | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) |
Top 3 industries | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) |
Management fee | 0.6 % | 1.1 % |
Key Summary
UYLD | BAOR | |
|---|---|---|
Issuer | Global X | AORIS |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 1.1 % |
Price | $10.18 | $2.07 |
Size | $13.505 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.47 % | 6.04 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UYLD | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 2 |
Median incremental investment | $1,100.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,089.63 | $676.89 |
Average age group | > 35 | > 35 |
Pros and Cons
UYLD | BAOR | |
|---|---|---|
Pros |
| |
Cons |
|
UYLD | BAOR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |