Back
Compare AU
Compare UYLD vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UYLD | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 18 |
Median incremental investment | $1,100.00 | $527.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,025.12 | $1,427.79 |
Average age group | > 35 | > 35 |
Key Summary
UYLD | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 42.25m in AUM and 34 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | NVIDIA Corp (8.48 %) Apple Inc (7.14 %) Microsoft Corp (6.71 %) | Commonwealth Bank of Australia (30.99 %) Westpac Banking Corp (14.44 %) National Australia Bank Ltd (14.32 %) |
Top 3 industries | Information Technology (62.88 %) Consumer Discretionary (14.80 %) Communication Services (13.64 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.6 % | 0.4 % |
Key Summary
UYLD | OZF | |
|---|---|---|
Issuer | Global X | SPDR |
Tracking index | CBOE S&P 500 BuyWrite Index | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.4 % |
Price | $11.02 | $31.38 |
Size | $12.665 million | $43.053 million |
10Y return | N/A | 60.10 % |
Annual distribution yield (5Y) | 6.23 % | 3.86 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UYLD | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 18 |
Median incremental investment | $1,100.00 | $527.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,025.12 | $1,427.79 |
Average age group | > 35 | > 35 |
Pros and Cons
UYLD | OZF | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UYLD | OZF |
|---|---|
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 |