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Compare IHEB 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 J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB) 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
IHEB | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 46 |
Median incremental investment | $2,649.00 | $996.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,281.35 | $3,485.30 |
Average age group | > 35 | > 35 |
Key Summary
IHEB | UMAX | |
|---|---|---|
Strategy | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. | 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 | iShares JP Morgan $ EM Bond ETF USD Dist (99.32 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Other (98.67 %) Communication Services (1.33 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.51 % | 0.79 % |
Key Summary
IHEB | UMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.51 % | 0.79 % |
Price | $78.87 | $26.68 |
Size | $63.507 million | $297.871 million |
10Y return | N/A | 47.81 % |
Annual distribution yield (5Y) | 5.71 % | 5.84 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHEB | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 46 |
Median incremental investment | $2,649.00 | $996.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,281.35 | $3,485.30 |
Average age group | > 35 | > 35 |
Pros and Cons
IHEB | UMAX | |
|---|---|---|
Pros |
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Cons |
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IHEB | 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 |