Compare AU
Compare DRGN 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 DRGN and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DRGN | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 46 |
Median incremental investment | $2,080.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,576.50 | $2,414.10 |
Average age group | > 35 | > 35 |
Key Summary
DRGN | UMAX | |
|---|---|---|
Strategy | N/A | 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 | Global X China Tech 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
DRGN | UMAX | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.79 % |
Price | $10.51 | $24.92 |
Size | N/A | $258.016 million |
10Y return | N/A | 49.04 % |
Annual dividend/ distribution yield (5Y) | - % | 6.08 % |
Market | ASX | ASX |
First listed date | 07/05/2025 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DRGN | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 46 |
Median incremental investment | $2,080.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,576.50 | $2,414.10 |
Average age group | > 35 | > 35 |
Pros and Cons
DRGN | UMAX | |
|---|---|---|
Pros |
| |
Cons |
|
DRGN | UMAX |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |