Compare AU
Compare IEAT 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 Future of Food ETF (IEAT) 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
IEAT | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 43 |
Median incremental investment | $545.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,197.85 | $2,594.40 |
Average age group | > 35 | > 35 |
Key Summary
IEAT | UMAX | |
|---|---|---|
Strategy | IEAT.AT was created on 2022-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the BetaShares Future of Food ETF is to provide an investment return that aims to track the performance of the Foxberry Next Generation Foods USD Net Total Return Index (the Index), before taking into account fees and expenses | 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 | Archer-Daniels Midland Co (8.57 %) FMC Corp (7.47 %) Bunge Ltd (7.08 %) | SPX US 07/19/24 C5585 (0 %) ISHARES CORE S&P 500 ETF (98.50 %) AUD - AUSTRALIA DOLLAR (1.33 %) |
Top 3 industries | Materials (57.33 %) Consumer Staples (42.67 %) Industrials (4.75 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (52.47 %) Switzerland (14.62 %) Ireland (8.49 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.67 % | 0.79 % |
Key Summary
IEAT | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Foxberry Next Generation Foods Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.67 % | 0.79 % |
Price | $11.30 | $27.60 |
Size | $2.282 million | $255.387 million |
10Y return | N/A | 66.27 % |
Annual distribution yield (5Y) | 0.39 % | 6.16 % |
Market | ASX | ASX |
First listed date | 01/06/2022 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEAT | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 43 |
Median incremental investment | $545.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,197.85 | $2,594.40 |
Average age group | > 35 | > 35 |
Pros and Cons
IEAT | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IEAT | 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 |