Compare AU

Compare MNRS vs. UMAX

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Gold Miners Currency Hedged ETF

ASX

Buy

Buy

Overview
Performance

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 Global Gold Miners Currency Hedged ETF (MNRS) 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

MNRS

UMAX

Popularity

Low

Low

Pearlers invested

14

43

Median incremental investment

$993.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,299.96

$2,594.40

Average age group

> 35

> 35


Key Summary

MNRS

UMAX

Strategy

MNRS.AX was created on 2016-07-27 by BetaShares. The fund's investment portfolio concentrates primarily on materials equity. MNRS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global gold mining companies (ex-Australia), hedged into Australian dollars.

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

CAD - CANADA DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

GBP - BRITISH POUND (0 %)

SPX US 07/19/24 C5585 (0 %)

ISHARES CORE S&P 500 ETF (98.50 %)

AUD - AUSTRALIA DOLLAR (1.33 %)

Top 3 industries

Other (92.97 %)

Communication Services (34.15 %)

Materials (5.16 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

Canada (57.86 %)

United States (14.09 %)

South Africa (14.06 %)

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.57 %

0.79 %


Key Summary

MNRS

UMAX

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Global ex-Australia Gold Miners Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.57 %

0.79 %

Price

$6.28

$27.60

Size

$80.439 million

$255.387 million

10Y return

N/A

66.27 %

Annual distribution yield (5Y)

1.87 %

6.16 %

Market

ASX

ASX

First listed date

29/07/2016

19/09/2014

Purchase fee

$6.50

$6.50


Community Stats

MNRS

UMAX

Popularity

Low

Low

Pearlers invested

14

43

Median incremental investment

$993.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,299.96

$2,594.40

Average age group

> 35

> 35


Pros and Cons

MNRS

UMAX

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

MNRS

UMAX

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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