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Compare GGBL 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 Wealthbuilder Global Geared Complex ETF (GGBL) 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
GGBL | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 49 |
Median incremental investment | $2,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,353.62 | $4,543.60 |
Average age group | > 35 | > 35 |
Key Summary
GGBL | UMAX | |
|---|---|---|
Strategy | GGBL.AX was created on 2025-09-30 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. To provide geared exposure to the returns of a portfolio comprising the worlds largest developed market companies (ex Australia), based on free float-adjusted market capitalisation. There is no assurance or guarantee that the returns of the Fund will meet its investment objective. | 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 | Betashares Global Shares ETF (155.67 %) | 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 (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0 % | 0.79 % |
Key Summary
GGBL | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.79 % |
Price | $22.97 | $24.56 |
Size | N/A | $282.575 million |
10Y return | N/A | 46.54 % |
Annual distribution yield (5Y) | 0.37 % | 5.68 % |
Market | ASX | ASX |
First listed date | 29/09/2025 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GGBL | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 49 |
Median incremental investment | $2,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,353.62 | $4,543.60 |
Average age group | > 35 | > 35 |
Pros and Cons
GGBL | UMAX | |
|---|---|---|
Pros |
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Cons |
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GGBL | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |