Compare AU
Compare CRED 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 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 | 43 |
Median incremental investment | $4,556.75 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,873.95 | $2,594.40 |
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 | $22.99 | $27.60 |
Size | $1.016 billion | $255.387 million |
10Y return | N/A | 66.27 % |
Annual distribution yield (5Y) | 4.51 % | 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 | 43 |
Median incremental investment | $4,556.75 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,873.95 | $2,594.40 |
Average age group | > 35 | > 35 |
Pros and Cons
CRED | UMAX | |
|---|---|---|
Pros |
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Cons |
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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 |