Compare AU
Compare DFND 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 DFND and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DFND | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 93 | 47 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,310.81 | $2,454.21 |
Average age group | > 35 | > 35 |
Key Summary
DFND | UMAX | |
|---|---|---|
Strategy | DFND.AX was created on 2024-09-10 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. DFND.AX gives investors exposure to a portfolio of listed global companies involved in the military or defence industries. | 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 | VanEck Global Defence ETF (100 %) | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) |
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
DFND | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MarketVector Global Defence Industry (AUD) Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.79 % |
Price | $33.49 | $24.79 |
Size | $94.176 million | $263.325 million |
10Y return | N/A | 45.31 % |
Annual dividend/ distribution yield (5Y) | - % | 6.08 % |
Market | ASX | ASX |
First listed date | 11/09/2024 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFND | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 93 | 47 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,310.81 | $2,454.21 |
Average age group | > 35 | > 35 |
Pros and Cons
DFND | UMAX | |
|---|---|---|
Pros |
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Cons |
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DFND | 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 |