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Compare L1IF 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 L1 Capital International (Unhedged) Active ETF (L1IF) 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
L1IF | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $30,000.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,880.96 | $2,746.80 |
Average age group | > 35 | > 35 |
Key Summary
L1IF | UMAX | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 (8.72 %) Amazon.com Inc (8.59 %) AerCap Holdings NV (7.57 %) | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) |
Top 3 industries | Financials (24.91 %) Consumer Discretionary (21.97 %) Information Technology (13.24 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 1.2 % | 0.79 % |
Key Summary
L1IF | UMAX | |
|---|---|---|
Issuer | L1 Capital | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.79 % |
Price | $6.72 | $25.33 |
Size | N/A | $267.260 million |
10Y return | N/A | 44.91 % |
Annual distribution yield (5Y) | 0.91 % | 6.01 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $30,000.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,880.96 | $2,746.80 |
Average age group | > 35 | > 35 |
Pros and Cons
L1IF | UMAX | |
|---|---|---|
Pros |
| |
Cons |
|
L1IF | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |