Compare AU
Compare GGAB 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 BetaShares Geared Long Aus Gov Bond (Hedge Fund) (GGAB) and the BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GGAB | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 43 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,594.40 |
Average age group | N/A | > 35 |
Key Summary
GGAB | UMAX | |
|---|---|---|
Strategy | GGAB.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Betashares Geared Long Australian Government Bond Fund (hedge fund) is to provide Unitholders with geared long exposure to the returns of Australian Treasury Bonds with a term to maturity of approximately 10 years (10 Year Australian Treasury Bonds). | 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 | AUST 10Y BOND FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (100.00 %) | SPX US 07/19/24 C5585 (0 %) ISHARES CORE S&P 500 ETF (98.50 %) AUD - AUSTRALIA DOLLAR (1.33 %) |
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 | 0.99 % | 0.79 % |
Key Summary
GGAB | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.79 % |
Price | $20.41 | $27.60 |
Size | $4.006 million | $255.387 million |
10Y return | N/A | 65.17 % |
Annual distribution yield (5Y) | - % | 6.16 % |
Market | ASX | ASX |
First listed date | 05/12/2023 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GGAB | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 43 |
Median incremental investment | $0 | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,594.40 |
Average age group | N/A | > 35 |
Pros and Cons
GGAB | UMAX | |
|---|---|---|
Pros |
| |
Cons |
|
GGAB | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |