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Compare ESPO 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 VanEck Video Gaming and Esports ETF (ESPO) 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
ESPO | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 236 | 51 |
Median incremental investment | $670.71 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,664.79 | $3,643.76 |
Average age group | > 35 | > 35 |
Key Summary
ESPO | UMAX | |
|---|---|---|
Strategy | ESPO.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. The Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. | 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 | Tencent Holdings Ltd (7.98 %) NetEase Inc ADR (7.06 %) Nintendo Co Ltd (6.94 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Communication Services (70.55 %) Information Technology (21.87 %) Consumer Discretionary (7.58 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Japan (28.83 %) United States (25.78 %) China (23.59 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.55 % | 0.79 % |
Key Summary
ESPO | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Global Video Gaming & eSports | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.79 % |
Price | $15.78 | $24.43 |
Size | $80.564 million | $285.503 million |
10Y return | N/A | 48.33 % |
Annual distribution yield (5Y) | 1.64 % | 5.68 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESPO | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 236 | 51 |
Median incremental investment | $670.71 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,664.79 | $3,643.76 |
Average age group | > 35 | > 35 |
Pros and Cons
ESPO | UMAX | |
|---|---|---|
Pros |
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Cons |
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ESPO | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |