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Compare ETPMPT 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 ETPMPT and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ETPMPT | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 45 |
Median incremental investment | $994.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,345.85 | $2,466.09 |
Average age group | > 35 | > 35 |
Key Summary
ETPMPT | UMAX | |
|---|---|---|
Strategy | ETPMPT.AX was created on 2009-01-02 by ETFS. The fund's investment portfolio concentrates primarily on platinum commodities. ETFS Physical Platinum (ETPMPT.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical platinum by providing a return equivalent to the movements in the platinum 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 %) | 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 | 0.49 % | 0.79 % |
Key Summary
ETPMPT | UMAX | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | LBMA Platinum Spot Price AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.79 % |
Price | $180.45 | $24.91 |
Size | $36.547 million | $266.957 million |
10Y return | 30.56 % | 43.66 % |
Annual dividend/ distribution yield (5Y) | - % | 6.08 % |
Market | ASX | ASX |
First listed date | 30/01/2009 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETPMPT | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 45 |
Median incremental investment | $994.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,345.85 | $2,466.09 |
Average age group | > 35 | > 35 |
Pros and Cons
ETPMPT | UMAX | |
|---|---|---|
Pros |
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Cons |
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ETPMPT | 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 |