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Compare AAA 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, shares and ETFs are a popular choice. Two options in the ASX are AAA and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 51 |
Median incremental investment | $4,004.69 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,756.60 | $4,667.55 |
Average age group | > 35 | > 35 |
Key Summary
AAA | UMAX | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | 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 | Betashares Australian High Interest Cash ETF (100 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Communication Services (100.00 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | |
Management fee | 0.18 % | 0.79 % |
Key Summary
AAA | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.79 % |
Price | $50.13 | $25.23 |
Size | $4.933 billion | $285.503 million |
10Y return | 0.04 % | 51.81 % |
Annual dividend/ distribution yield (5Y) | 2.21 % | 5.68 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 51 |
Median incremental investment | $4,004.69 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,756.60 | $4,667.55 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | UMAX | |
|---|---|---|
Pros |
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Cons |
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AAA | 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 |