Compare AU
Compare OOO 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 OOO and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OOO | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 44 |
Median incremental investment | $5,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,363.20 | $2,603.80 |
Average age group | > 35 | > 35 |
Key Summary
OOO | UMAX | |
|---|---|---|
Strategy | OOO.AX was created on 2011-11-11 by BetaShares. The fund's investment portfolio concentrates primarily on crude oil commodities. OOO.AX aims to track the performance of an index (before fees and expenses) that provides exposure to crude oil futures, hedged for currency movements in the AUD/USD exchange rate | 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 | BetaShares Crude Oil Index Currncy Hdg Complex ETF (100 %) | SPX US 02/21/25 C6160 (0 %) ISHARES CORE S&P 500 ETF (98.02 %) USD - UNITED STATES DOLLAR (1.66 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.69 % | 0.79 % |
Key Summary
OOO | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P GSCI Crude Oil Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.79 % |
Price | $5.68 | $27.70 |
Size | $105.446 million | $260.470 million |
10Y return | -77.86 % | 65.18 % |
Annual dividend/ distribution yield (5Y) | 11.54 % | 6.14 % |
Market | ASX | ASX |
First listed date | 16/11/2011 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OOO | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 44 |
Median incremental investment | $5,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,363.20 | $2,603.80 |
Average age group | > 35 | > 35 |
Pros and Cons
OOO | UMAX | |
|---|---|---|
Pros |
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Cons |
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OOO | 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 |