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Compare ETPMAG 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 ETPMAG and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ETPMAG | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 47 |
Median incremental investment | $2,493.50 | $998.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,652.90 | $3,907.75 |
Average age group | > 35 | > 35 |
Key Summary
ETPMAG | UMAX | |
|---|---|---|
Strategy | ETPMAG.AX was created on 2009-01-02 by Global X. The fund's investment portfolio concentrates primarily on silver commodities. ETFS Physical Silver (ETPMAG.AX) is designed to offer investors a simple, costefficient and secure way to access physical silver by providing a return equivalent to the movements in the silver spot price less the applicable management fee. | 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 Metal Securities Australia Limited (100 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
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 | 0.49 % | 0.79 % |
Key Summary
ETPMAG | UMAX | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | LBMA Silver Spot Price AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.79 % |
Price | $70.46 | $26.63 |
Size | $1.099 billion | $297.581 million |
10Y return | 265.84 % | 45.92 % |
Annual dividend/ distribution yield (5Y) | - % | 5.84 % |
Market | ASX | ASX |
First listed date | 30/01/2009 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETPMAG | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 47 |
Median incremental investment | $2,493.50 | $998.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,652.90 | $3,907.75 |
Average age group | > 35 | > 35 |
Pros and Cons
ETPMAG | UMAX | |
|---|---|---|
Pros |
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Cons |
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ETPMAG | UMAX |
|---|---|
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 |