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Compare QUAL 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 QUAL and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,491 | 54 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,824.40 | $5,317.65 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | UMAX | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Microsoft Corp (6.00 %) Meta Platforms Inc Class A (5.35 %) Apple Inc (5.32 %) | Betashares S&P 500 Yield Maximiser Complex ETF (100 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (76.41 %) Switzerland (5.61 %) United Kingdom of Great Britain and Northern Ireland (4.19 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.4 % | 0.79 % |
Key Summary
QUAL | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.79 % |
Price | $63.74 | $27.27 |
Size | $9.245 billion | $334.921 million |
10Y return | 239.77 % | 63.78 % |
Annual distribution/ dividend yield (5Y) | 2.54 % | 5.46 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,491 | 54 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,824.40 | $5,317.65 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | UMAX | |
|---|---|---|
Pros |
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Cons |
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QUAL | 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 |