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AYLDGlobal X · Equity - Australia Sectors · Equity · Australia

Global X S&P/ASX 200 Covered Call ETF

Fee p.a.
0.60%
ASX report
Fund size
A$113m
12m flow A$25m
Yield
9.2%
4 payments / yr
Volatility 3y
8.2%
annualised
Max DD 3y
−9.3%
all-time −9.3%
Listed
2023
2 Feb 2023 · spread 0.39%

Growth of $10,000

Since listing, distributions reinvested
$9k$10k$11k$12k$13k$14k$15k2023202420252026
$10,000 at listing$14,522 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
1.4%
1.6%
3 months
4.9%
6 months
8.5%
Year to date
10.5%
1 year
13.0%
11.0%
3 years p.a.
11.0%
11.0%
5 years p.a.
10 years p.a.
Since listing p.a.
10.9%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.85Vol 1y 8.8%Vol 5y 8.3%Max DD 1y −3.6%Max DD 5y −9.3%Best year 11.7%100% positive years

Calendar-year returns

2024
11.7%
2025
6.3%
2026
10.5%

Where the money is

Look-through exposure as at 2 Sept 2026 · 199 securities · top 10 = 48.7%

Country

Australia100.0%

Top holdings

BHP GROUP LTDAustralia
11.8%
COMMONW BK AUSTRAustralia
9.8%
NATL AUST BANKAustralia
4.4%
WESTPAC BANKINGAustralia
4.3%
ANZ GROUP HOLDINAustralia
4.2%
MACQUARIE GROUPAustralia
3.2%
WESFARMERS LTDAustralia
3.2%
CSL LTDAustralia
3.1%
RIO TINTO LTDAustralia
2.4%
WOODSIDE ENERGYAustralia
2.3%
GOODMAN GROUPAustralia
2.0%
TELSTRA GROUP LTAustralia
1.9%
WOOLWORTHS GROUPAustralia
1.8%
TRANSURBAN GROUPAustralia
1.6%
ARISTOCRAT LEISUAustralia
1.3%

Top 15 of 199 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Betashares Geared Australian Equities Complex ETF
0.78%
100%
0.66
SPDR S&P/ASX 200 ETF
0.05%
99%
0.65
Betashares Managed Risk Australian Shares Complex ETF
0.49%
99%
0.53
Betashares Wealthbuilder Aus200 Geared Complex ETF
0.35%
98%
0.66
Betashares Australia 200 ETF
0.04%
98%
0.65
Global X Australia 300 ETF
0.03%
95%
0.58
iShares Core S&P/ASX 200 ETF
0.05%
95%
0.65
Vanguard Australian Shares Index ETF
0.07%
94%
0.65
SPDR S&P/ASX 50 ETF
0.20%
80%
0.63
Betashares Australian Dividend Harvester Active ETF
0.72%
79%
0.62
Compare AYLD with these →