Compare AU

Compare CRED vs. UMAX

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

BetaShares Australian Investment Grade Corporate Bond 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 BetaShares Australian Investment Grade Corporate Bond ETF (CRED) and the BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

CRED

UMAX

Popularity

Low

Low

Pearlers invested

20

42

Median incremental investment

$3,000.00

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,931.30

$2,551.16

Average age group

> 35

> 35


Key Summary

CRED

UMAX

Strategy

CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds.

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

CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %)

VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %)

REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %)

SPX US 07/19/24 C5585 (0 %)

ISHARES CORE S&P 500 ETF (98.50 %)

AUD - AUSTRALIA DOLLAR (1.33 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.25 %

0.79 %


Key Summary

CRED

UMAX

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.79 %

Price

$23.26

$27.14

Size

$953.736 million

$237.922 million

10Y return

N/A

71.23 %

Annual distribution yield (5Y)

4.57 %

6.16 %

Market

ASX

ASX

First listed date

04/06/2018

19/09/2014

Purchase fee

$6.50

$6.50


Community Stats

CRED

UMAX

Popularity

Low

Low

Pearlers invested

20

42

Median incremental investment

$3,000.00

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,931.30

$2,551.16

Average age group

> 35

> 35


Pros and Cons

CRED

UMAX

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

CRED

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

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