Compare AU
Compare IVV 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 500 ETF (IVV) 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
IVV | UMAX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,792 | 47 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,874.05 | $2,454.21 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | UMAX | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | 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 (99.97 %) Communication Services (0.00 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.92 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.04 % | 0.79 % |
Key Summary
IVV | UMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.79 % |
Price | $60.42 | $24.79 |
Size | $10.676 billion | $263.325 million |
10Y return | 233.82 % | 45.31 % |
Annual distribution yield (5Y) | 10.73 % | 6.08 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | UMAX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,792 | 47 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,874.05 | $2,454.21 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IVV | UMAX |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |