Compare AU

Compare GHHF vs. UMAX

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Wealthbuilder All Gr Geared Complex ETF

ASX

Buy

Buy

Overview
Performance

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 All Gr Geared Complex ETF (GHHF) 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

GHHF

UMAX

Popularity

Low

Low

Pearlers invested

71

39

Median incremental investment

$2,500.00

$995.74

Median investment frequency

Monthly

Monthly

Median total investment

$4,880.70

$2,459.52

Average age group

> 35

> 35


Key Summary

GHHF

UMAX

Strategy

GHHF.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. GHHF.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of a diversified portfolio of Australian and global equities.

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 (56.27 %)

BETASHARES AUSTRALIA 200 ETF (54.71 %)

BETASHARES GLOBAL SHARES ETF C (29.16 %)

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

Management fee

0.35 %

0.79 %


Key Summary

GHHF

UMAX

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.35 %

0.79 %

Price

$28.71

$25.62

Size

N/A

$222.641 million

10Y return

N/A

64.65 %

Annual distribution yield (5Y)

0.23 %

6.16 %

Market

ASX

ASX

First listed date

22/04/2024

19/09/2014

Purchase fee

$6.50

$6.50


Community Stats

GHHF

UMAX

Popularity

Low

Low

Pearlers invested

71

39

Median incremental investment

$2,500.00

$995.74

Median investment frequency

Monthly

Monthly

Median total investment

$4,880.70

$2,459.52

Average age group

> 35

> 35


Pros and Cons

GHHF

UMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

GHHF

UMAX

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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