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Compare EBND 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 EBND and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EBND | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 47 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,584.20 | $3,910.65 |
Average age group | > 35 | > 35 |
Key Summary
EBND | UMAX | |
|---|---|---|
Strategy | EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 221.4m in AUM and 106 holdings. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark | 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 Emerging Income Opportunities Active ETF (100 %) | SPX US 09/19/25 C6615 (0 %) ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) |
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 | 0.95 % | 0.79 % |
Key Summary
EBND | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.95 % | 0.79 % |
Price | $11.01 | $26.87 |
Size | $231.578 million | $293.969 million |
10Y return | N/A | 45.24 % |
Annual dividend/ distribution yield (5Y) | 4.59 % | 5.84 % |
Market | ASX | ASX |
First listed date | 13/02/2020 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EBND | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 47 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,584.20 | $3,910.65 |
Average age group | > 35 | > 35 |
Pros and Cons
EBND | UMAX | |
|---|---|---|
Pros |
| |
Cons |
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EBND | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |