Compare AU
Compare IESG 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 iShares Core MSCI Australia Esg ETF (IESG) 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
IESG | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 60 | 43 |
Median incremental investment | $1,919.79 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,728.80 | $2,594.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
IESG | UMAX | |
|---|---|---|
Strategy | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 293.88m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers | 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 | COMMONWEALTH BANK OF AUSTRALIA (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) | SPX US 07/19/24 C5585 (0 %) ISHARES CORE S&P 500 ETF (98.50 %) AUD - AUSTRALIA DOLLAR (1.33 %) |
Top 3 industries | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.01 % | 0.79 % |
Key Summary
IESG | UMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.79 % |
Price | $30.80 | $27.60 |
Size | $291.893 million | $255.387 million |
10Y return | N/A | 65.17 % |
Annual distribution yield (5Y) | 2.35 % | 6.16 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 60 | 43 |
Median incremental investment | $1,919.79 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,728.80 | $2,594.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IESG | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IESG | 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 |