Compare AU
Compare IHD 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 S&P/ASX Div Opportunities Esg Screened ETF (IHD) 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
IHD | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 44 |
Median incremental investment | $643.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,378.98 | $2,354.08 |
Average age group | 26 - 35 | > 35 |
Key Summary
IHD | UMAX | |
|---|---|---|
Strategy | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 283.31m in AUM and 49 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations | 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 | BHP GROUP LTD (10.30 %) RIO TINTO LTD (9.92 %) ANZ GROUP HOLDINGS LTD (9.09 %) | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) |
Top 3 industries | Financials (38.37 %) Materials (28.64 %) Industrials (14.60 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.23 % | 0.79 % |
Key Summary
IHD | UMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.23 % | 0.79 % |
Price | $14.67 | $24.65 |
Size | $298.697 million | $248.027 million |
10Y return | -8.88 % | 44.91 % |
Annual distribution yield (5Y) | 7.51 % | 6.08 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHD | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 44 |
Median incremental investment | $643.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,378.98 | $2,354.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IHD | UMAX | |
|---|---|---|
Pros |
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Cons |
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IHD | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |