Compare AU

Compare ZYUS vs. ISLM

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X S&P 500 High Yield Low Volatility ETF

ASX

Buy

Buy

Overview
Performance

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 High Yield Low Volatility ETF (ZYUS) and the Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ZYUS

ISLM

Popularity

Low

Low

Pearlers invested

85

7

Median incremental investment

$650.00

$643.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,828.50

$1,883.77

Average age group

> 35

26 - 35


Key Summary

ZYUS

ISLM

Strategy

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments.

Top 3 holdings

Altria Group Inc (3.06 %)

Crown Castle Inc (3.00 %)

Verizon Communications Inc (2.94 %)

Pop Mart International Group Ltd Ordinary Shares (9.77 %)

Air Products & Chemicals Inc (6.57 %)

Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %)

Top 3 industries

Real Estate (38.29 %)

Materials (29.74 %)

Energy (20.31 %)

Consumer Discretionary (25.47 %)

Materials (20.90 %)

Information Technology (18.97 %)

Top 3 countries

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

United States (39.31 %)

Australia (26.55 %)

China (10.94 %)

Management fee

0.35 %

1.89 %


Key Summary

ZYUS

ISLM

Issuer

ETFS

Hejaz

Tracking index

S&P 500 Low Volatility High Dividend Index

MSCI World Islamic

Asset class

ETF

ETF

Management fee

0.35 %

1.89 %

Price

$15.71

$1.19

Size

$76.074 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.79 %

- %

Market

ASX

ASX

First listed date

12/06/2015

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

ZYUS

ISLM

Popularity

Low

Low

Pearlers invested

85

7

Median incremental investment

$650.00

$643.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,828.50

$1,883.77

Average age group

> 35

26 - 35


Pros and Cons

ZYUS

ISLM

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ZYUS

ISLM

Lower exposure to AU market

Higher exposure to AU market

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

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