Compare AU
Compare VHY vs. UYLD
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 Vanguard Australian Shares High Yield ETF (VHY) and the Global X S&P 500 Covered Call ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VHY | UYLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,330 | 6 |
Median incremental investment | $1,013.39 | $1,231.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,473.35 | $3,766.75 |
Average age group | > 35 | > 35 |
Key Summary
VHY | UYLD | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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. |
Top 3 holdings | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | NVIDIA Corp (7.10 %) Apple Inc (6.65 %) Microsoft Corp (6.53 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Information Technology (58.58 %) Consumer Discretionary (17.75 %) Communication Services (14.03 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.25 % | 0.6 % |
Key Summary
VHY | UYLD | |
|---|---|---|
Issuer | Vanguard | Global X |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.6 % |
Price | $75.50 | $12.22 |
Size | N/A | $7.381 million |
10Y return | 10.80 % | N/A |
Annual distribution yield (5Y) | 7.12 % | 2.96 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | UYLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,330 | 6 |
Median incremental investment | $1,013.39 | $1,231.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,473.35 | $3,766.75 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | UYLD | |
|---|---|---|
Pros |
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Cons |
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VHY | UYLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |