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Compare UYLD vs. KSM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are UYLD and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UYLD | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $1,100.00 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,098.74 | $944.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
UYLD | KSM | |
|---|---|---|
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. | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles |
Top 3 holdings | NVIDIA Corp (7.54 %) Apple Inc (6.63 %) Microsoft Corp (5.28 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | |
Management fee | 0.6 % | 1.31 % |
Key Summary
UYLD | KSM | |
|---|---|---|
Issuer | Global X | K2 |
Tracking index | CBOE S&P 500 BuyWrite Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 1.31 % |
Price | $10.21 | $2.41 |
Size | $13.505 million | $10.237 million |
10Y return | N/A | 3.43 % |
Annual distribution/ dividend yield (5Y) | 6.47 % | 0.42 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UYLD | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $1,100.00 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,098.74 | $944.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UYLD | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
UYLD | KSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |