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Compare FANG 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 Global X Fang+ ETF (FANG) 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
FANG | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,895 | 50 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,221.68 | $5,052.29 |
Average age group | > 35 | > 35 |
Key Summary
FANG | UMAX | |
|---|---|---|
Strategy | The Global X FANG+ ETF (FANG) seeks to track the performance of the NYSE FANG+® Index before fees, expenses, and taxes. | 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 | Micron Technology Inc (18.51 %) Broadcom Inc (10.48 %) Apple Inc (10.15 %) | SPX US 05/15/26 C7315 (0 %) ISHARES CORE S&P 500 ETF (99.33 %) AUD - AUSTRALIA DOLLAR (0.64 %) |
Top 3 industries | Information Technology (59.88 %) Communication Services (30.22 %) Consumer Discretionary (9.90 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (100.00 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.35 % | 0.79 % |
Key Summary
FANG | UMAX | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | NYSE FANG+ Index | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.79 % |
Price | $36.29 | $26.14 |
Size | $1.628 billion | $286.715 million |
10Y return | N/A | 52.60 % |
Annual distribution yield (5Y) | 7.29 % | 5.56 % |
Market | ASX | ASX |
First listed date | 02/03/2020 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FANG | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,895 | 50 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,221.68 | $5,052.29 |
Average age group | > 35 | > 35 |
Pros and Cons
FANG | UMAX | |
|---|---|---|
Pros |
| |
Cons |
|
FANG | UMAX |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |