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Compare HVST 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 Australian Dividend Harvester Active ETF (HVST) 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
HVST | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 45 |
Median incremental investment | $990.45 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,845.57 | $2,757.70 |
Average age group | > 35 | > 35 |
Key Summary
HVST | UMAX | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 253.03m in AUM and 52 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual 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 | BETASHARES AUSTRALIA 200 ETF (24.68 %) BETASHARES S&P/ASX FINANCIAL S (9.50 %) COMMONWEALTH BANK OF AUSTRALIA (8.14 %) | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) |
Top 3 industries | Other (50.12 %) Financials (13.96 %) Health Care (5.97 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.65 % | 0.79 % |
Key Summary
HVST | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.79 % |
Price | $13.78 | $25.30 |
Size | $253.723 million | $267.260 million |
10Y return | -40.35 % | 45.65 % |
Annual distribution yield (5Y) | 5.44 % | 5.72 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 45 |
Median incremental investment | $990.45 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,845.57 | $2,757.70 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | UMAX | |
|---|---|---|
Pros |
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Cons |
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HVST | 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 |