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Compare MQIO 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, shares and ETFs are a popular choice. Two options in the ASX are MQIO and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQIO | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 50 |
Median incremental investment | $20,000.00 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $19,750.35 | $4,055.94 |
Average age group | > 35 | > 35 |
Key Summary
MQIO | UMAX | |
|---|---|---|
Strategy | MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees). | 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 | Macquarie Income Opportunities Active ETF (100 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (39.67 %) Australia (37.89 %) United Kingdom of Great Britain and Northern Ireland (21.05 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.492 % | 0.79 % |
Key Summary
MQIO | UMAX | |
|---|---|---|
Issuer | Macquarie | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.492 % | 0.79 % |
Price | $10.60 | $24.56 |
Size | N/A | $285.503 million |
10Y return | N/A | 49.12 % |
Annual dividend/ distribution yield (5Y) | 2.44 % | 5.68 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQIO | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 50 |
Median incremental investment | $20,000.00 | $1,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $19,750.35 | $4,055.94 |
Average age group | > 35 | > 35 |
Pros and Cons
MQIO | UMAX | |
|---|---|---|
Pros |
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Cons |
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MQIO | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |