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Compare ETPMPM 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 ETPMPM and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ETPMPM | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 47 |
Median incremental investment | $1,000.00 | $998.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,750.72 | $3,888.90 |
Average age group | > 35 | > 35 |
Key Summary
ETPMPM | UMAX | |
|---|---|---|
Strategy | ETPMPM.AX was created on 2009-01-02 by Global X. The fund's investment portfolio concentrates primarily on broad market commodities. ETFS Physical Precious Metals Basket (ETPMPM.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical gold, silver, platinum and palladium by providing a return equivalent to the movements in the spot price of the metals 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 | 0.44 % | 0.79 % |
Key Summary
ETPMPM | UMAX | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | LBMA & LPPM Precious Metals Price PM - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.44 % | 0.79 % |
Price | $392.96 | $26.82 |
Size | $101.827 million | $297.581 million |
10Y return | 223.42 % | 49.83 % |
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
ETPMPM | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 47 |
Median incremental investment | $1,000.00 | $998.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,750.72 | $3,888.90 |
Average age group | > 35 | > 35 |
Pros and Cons
ETPMPM | UMAX | |
|---|---|---|
Pros |
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Cons |
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ETPMPM | 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 |