Compare AU
Compare UYLD vs. EIGA
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 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 |
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Cons |
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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 |