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Compare UYLD vs. IHD
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 iShares S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UYLD | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 69 |
Median incremental investment | $1,100.00 | $747.14 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,282.72 | $1,630.00 |
Average age group | > 35 | > 35 |
Key Summary
UYLD | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 356.17m in AUM and 50 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | NVIDIA Corp (8.38 %) Apple Inc (7.19 %) Microsoft Corp (6.73 %) | WESTPAC BANKING CORPORATION CORP (10.34 %) NATIONAL AUSTRALIA BANK LTD (9.88 %) ANZ GROUP HOLDINGS LTD (9.84 %) |
Top 3 industries | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) |
Top 3 countries | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.6 % | 0.23 % |
Key Summary
UYLD | IHD | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | CBOE S&P 500 BuyWrite Index | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.23 % |
Price | $10.96 | $16.30 |
Size | $12.640 million | $357.073 million |
10Y return | N/A | 24.43 % |
Annual distribution yield (5Y) | 6.23 % | 5.40 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UYLD | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 69 |
Median incremental investment | $1,100.00 | $747.14 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,282.72 | $1,630.00 |
Average age group | > 35 | > 35 |
Pros and Cons
UYLD | IHD | |
|---|---|---|
Pros |
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Cons |
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UYLD | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |