Compare AU
Compare MICH 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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH) and the BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MICH | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 44 |
Median incremental investment | $1,143.63 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,471.12 | $2,603.80 |
Average age group | > 35 | > 35 |
Key Summary
MICH | UMAX | |
|---|---|---|
Strategy | MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss | 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 | Aena SME SA (6.97 %) Ferrovial SE (6.23 %) Vinci SA (5.87 %) | SPX US 02/21/25 C6160 (0 %) ISHARES CORE S&P 500 ETF (98.02 %) USD - UNITED STATES DOLLAR (1.66 %) |
Top 3 industries | Industrials (46.99 %) Utilities (45.11 %) Other (7.90 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (38.21 %) Spain (15.62 %) United Kingdom of Great Britain and Northern Ireland (14.04 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 1.05 % | 0.79 % |
Key Summary
MICH | UMAX | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | S&P Global Infrastructure Hedged to USD Index | |
Asset class | ETF | ETF |
Management fee | 1.05 % | 0.79 % |
Price | $2.84 | $27.48 |
Size | N/A | $260.470 million |
10Y return | N/A | 63.38 % |
Annual distribution yield (5Y) | 4.23 % | 6.14 % |
Market | ASX | ASX |
First listed date | 22/07/2016 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MICH | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 44 |
Median incremental investment | $1,143.63 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,471.12 | $2,603.80 |
Average age group | > 35 | > 35 |
Pros and Cons
MICH | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MICH | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |