Compare AU

Compare UYLD vs. EIGA

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

Global X S&P 500 Covered Call 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 Global X S&P 500 Covered Call ETF (UYLD) and the Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UYLD

EIGA

Popularity

Low

Low

Pearlers invested

5

62

Median incremental investment

$1,865.25

$599.39

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,212.20

$1,486.08

Average age group

> 35

> 35


Key Summary

UYLD

EIGA

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.

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

Top 3 holdings

Apple Inc (7.54 %)

NVIDIA Corp (6.90 %)

Microsoft Corp (6.72 %)

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

Top 3 industries

Information Technology (59.90 %)

Consumer Discretionary (17.88 %)

Communication Services (13.00 %)

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Top 3 countries

United States (99.39 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Australia (97.92 %)

United States (2.08 %)

Management fee

0.6 %

0.8 %


Key Summary

UYLD

EIGA

Issuer

Global X

Perennial

Tracking index

CBOE S&P 500 BuyWrite Index

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.6 %

0.8 %

Price

$12.29

$3.84

Size

$6.466 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.85 %

6.44 %

Market

ASX

ASX

First listed date

31/01/2023

07/05/2018

Purchase fee

$6.50

$6.50


Community Stats

UYLD

EIGA

Popularity

Low

Low

Pearlers invested

5

62

Median incremental investment

$1,865.25

$599.39

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,212.20

$1,486.08

Average age group

> 35

> 35


Pros and Cons

UYLD

EIGA

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

UYLD

EIGA

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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