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Compare 29BB vs. UMAX
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 2029 Fixed Term Corp Bond Active ETF (29BB) and the Betashares S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 45 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,476.98 |
Average age group | N/A | > 35 |
Key Summary
29BB | UMAX | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index. |
Top 3 holdings | WESTPAC BANKING CORP 5.0% JAN-29 (5.17 %) DWPF FINANCE PTY LTD 1.9% AUG-28 (3.70 %) ELECTRANET PTY LTD 2.4737% DEC-28 (3.28 %) | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0 % | 0.79 % |
Key Summary
29BB | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.79 % |
Price | $25.12 | $25.02 |
Size | N/A | $266.957 million |
10Y return | N/A | 44.96 % |
Annual distribution yield (5Y) | 0.07 % | 6.08 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 45 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,476.98 |
Average age group | N/A | > 35 |
Pros and Cons
29BB | UMAX | |
|---|---|---|
Pros |
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Cons |
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29BB | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |