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Compare QMAX 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 Nasdaq 100 Yield Maximiser Complex ETF (QMAX) and the Betashares S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QMAX | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 49 |
Median incremental investment | $843.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,651.93 | $4,655.58 |
Average age group | > 35 | > 35 |
Key Summary
QMAX | UMAX | |
|---|---|---|
Strategy | QMAX.AX was created on 2022-10-04 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QMAX.AX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. | 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 | INVESCO NASDAQ 100 ETF (66.43 %) BETASHARES NASDAQ 100 ETF (32.88 %) USD - UNITED STATES DOLLAR (0.68 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (96.17 %) Canada (1.38 %) Netherlands (0.96 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.68 % | 0.79 % |
Key Summary
QMAX | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.68 % | 0.79 % |
Price | $28.69 | $25.03 |
Size | $31.518 million | $283.347 million |
10Y return | N/A | 46.89 % |
Annual distribution yield (5Y) | 5.90 % | 5.59 % |
Market | ASX | ASX |
First listed date | 06/10/2022 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QMAX | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 49 |
Median incremental investment | $843.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,651.93 | $4,655.58 |
Average age group | > 35 | > 35 |
Pros and Cons
QMAX | UMAX | |
|---|---|---|
Pros |
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Cons |
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QMAX | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |