Back
Compare AU
Compare ALFA 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 VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 50 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,041.90 | $4,055.94 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | UMAX | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | Australia (100.00 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.39 % | 0.79 % |
Key Summary
ALFA | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.79 % |
Price | $22.65 | $24.48 |
Size | $25.563 million | $285.503 million |
10Y return | N/A | 48.63 % |
Annual distribution yield (5Y) | 0.51 % | 5.68 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 50 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,041.90 | $4,055.94 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ALFA | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |