Compare AU
Compare QLTY 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 BetaShares Global Quality Leaders ETF (QLTY) 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
QLTY | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 43 |
Median incremental investment | $1,231.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,060.23 | $2,574.66 |
Average age group | > 35 | > 35 |
Key Summary
QLTY | UMAX | |
|---|---|---|
Strategy | QLTY.AX was created on 2018-11-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. QLTY.AX aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score | 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 | ARISTA NETWORKS INC (2.16 %) VISA INC (2.09 %) CISCO SYSTEMS INC (2.08 %) | SPX US 07/19/24 C5585 (0 %) ISHARES CORE S&P 500 ETF (98.50 %) AUD - AUSTRALIA DOLLAR (1.33 %) |
Top 3 industries | Other (32.49 %) Information Technology (27.42 %) Industrials (11.05 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (67.42 %) Japan (10.43 %) Switzerland (4.55 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.35 % | 0.79 % |
Key Summary
QLTY | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.79 % |
Price | $31.32 | $27.06 |
Size | $698.714 million | $255.371 million |
10Y return | N/A | 67.04 % |
Annual distribution yield (5Y) | 2.61 % | 6.16 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QLTY | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 43 |
Median incremental investment | $1,231.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,060.23 | $2,574.66 |
Average age group | > 35 | > 35 |
Pros and Cons
QLTY | UMAX | |
|---|---|---|
Pros |
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Cons |
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QLTY | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |