Compare AU
Compare XMET 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 BetaShares Energy Transition Metals ETF (XMET) 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
XMET | UYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 4 |
Median incremental investment | $1,005.61 | $1,865.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,096.92 | $19,151.10 |
Average age group | > 35 | > 35 |
Key Summary
XMET | UYLD | |
---|---|---|
Strategy | XMET.AX was created on 2022-10-26 by BetaShares. The fund's investment portfolio concentrates primarily on materials equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Nasdaq Sprott Energy Transition Materials Select Index, before taking into account fees and expenses | 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 | FIRST QUANTUM MINERALS LTD (6.03 %) WHEATON PRECIOUS METALS CORP (5.85 %) SOUTHERN COPPER CORP (5.64 %) | Apple Inc (7.16 %) NVIDIA Corp (7.00 %) Microsoft Corp (6.44 %) |
Top 3 industries | Other (65.48 %) Materials (34.38 %) Information Technology (0.14 %) | Information Technology (63.38 %) Consumer Discretionary (14.41 %) Communication Services (12.80 %) |
Top 3 countries | ||
Management fee | 0.69 % | 0.6 % |
Key Summary
XMET | UYLD | |
---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Nasdaq Sprott Energy Transition Materials Select Index - AUD - Benchmark TR Net | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.6 % |
Price | $8.30 | $11.08 |
Size | $27.817 million | $4.990 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.37 % | 2.72 % |
Market | ASX | ASX |
First listed date | 27/10/2022 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XMET | UYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 4 |
Median incremental investment | $1,005.61 | $1,865.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,096.92 | $19,151.10 |
Average age group | > 35 | > 35 |
Pros and Cons
XMET | UYLD | |
---|---|---|
Pros |
| |
Cons |
|
XMET | UYLD |
---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |