Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are IHEB and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHEB | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 44 |
Median incremental investment | $1,101.49 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $21,197.38 | $2,354.08 |
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 J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %) | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) |
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 | $73.73 | $24.65 |
Size | $52.886 million | $248.027 million |
10Y return | N/A | 44.91 % |
Annual dividend/ distribution yield (5Y) | 6.18 % | 6.08 % |
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 | 2 | 44 |
Median incremental investment | $1,101.49 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $21,197.38 | $2,354.08 |
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 |
Higher distribution yield | Lower distribution yield |