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Compare EMXC 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 iShares MSCI Emerging Markets Ex China ETF (EMXC) and the Betashares S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EMXC | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 45 |
Median incremental investment | $5,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,401.98 | $2,716.28 |
Average age group | > 35 | > 35 |
Key Summary
EMXC | UMAX | |
|---|---|---|
Strategy | EMXC.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 | iShares MSCI EM ex-China ETF USD Dis (99.03 %) | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) |
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 | 0.25 % | 0.79 % |
Key Summary
EMXC | UMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EM (Emerging Markets) ex China | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.79 % |
Price | $27.96 | $24.92 |
Size | $244.969 million | $267.260 million |
10Y return | N/A | 44.38 % |
Annual distribution yield (5Y) | 0.19 % | 6.08 % |
Market | ASX | ASX |
First listed date | 12/06/2024 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EMXC | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 45 |
Median incremental investment | $5,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,401.98 | $2,716.28 |
Average age group | > 35 | > 35 |
Pros and Cons
EMXC | UMAX | |
|---|---|---|
Pros |
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Cons |
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EMXC | 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 |