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Compare INCM 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 S&P Global High Dividend Aristocrat ETF (INCM) 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
INCM | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 103 | 49 |
Median incremental investment | $996.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,278.36 | $4,655.58 |
Average age group | > 35 | > 35 |
Key Summary
INCM | UMAX | |
|---|---|---|
Strategy | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. | 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 | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.45 % | 0.79 % |
Key Summary
INCM | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.79 % |
Price | $19.08 | $25.03 |
Size | $93.265 million | $283.347 million |
10Y return | N/A | 46.89 % |
Annual distribution yield (5Y) | 4.48 % | 5.59 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 103 | 49 |
Median incremental investment | $996.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,278.36 | $4,655.58 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | UMAX | |
|---|---|---|
Pros |
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Cons |
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INCM | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |