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Compare GRIN 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 VanEck India Growth Leaders ETF (GRIN) 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
GRIN | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 47 |
Median incremental investment | $1,352.21 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,691.72 | $3,942.55 |
Average age group | > 35 | > 35 |
Key Summary
GRIN | UMAX | |
|---|---|---|
Strategy | GRIN.AX was created on 2025-04-22 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis | 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 | Canara Bank (2.59 %) Bank of India (2.56 %) National Aluminium Co Ltd (2.47 %) | 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 (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0 % | 0.79 % |
Key Summary
GRIN | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MarketGrader India Growth Leaders 50 Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.79 % |
Price | $20.74 | $27.08 |
Size | $11.395 million | $294.748 million |
10Y return | N/A | 50.19 % |
Annual distribution yield (5Y) | 0.05 % | 5.84 % |
Market | ASX | ASX |
First listed date | 23/04/2025 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GRIN | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 47 |
Median incremental investment | $1,352.21 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,691.72 | $3,942.55 |
Average age group | > 35 | > 35 |
Pros and Cons
GRIN | UMAX | |
|---|---|---|
Pros |
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Cons |
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GRIN | UMAX |
|---|---|
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 |