Compare AU
Compare UYLD vs. GEAR
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 BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UYLD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 196 |
Median incremental investment | $1,865.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,212.20 | $2,273.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
UYLD | GEAR | |
|---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | Apple Inc (7.54 %) NVIDIA Corp (6.90 %) Microsoft Corp (6.72 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Information Technology (59.90 %) Consumer Discretionary (17.88 %) Communication Services (13.00 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.6 % | 0.8 % |
Key Summary
UYLD | GEAR | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.8 % |
Price | $12.29 | $31.58 |
Size | $6.466 million | $492.306 million |
10Y return | N/A | 53.97 % |
Annual distribution yield (5Y) | 2.85 % | 9.20 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UYLD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 196 |
Median incremental investment | $1,865.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,212.20 | $2,273.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UYLD | GEAR | |
|---|---|---|
Pros |
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Cons |
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UYLD | GEAR |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |