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Compare QUS 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 S&P 500 Equal Weight ETF (QUS) 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
QUS | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 87 | 50 |
Median incremental investment | $1,057.49 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,588.16 | $4,123.20 |
Average age group | > 35 | > 35 |
Key Summary
QUS | UMAX | |
|---|---|---|
Strategy | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. | 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 | WESTERN DIGITAL CORP (0.29 %) ARISTA NETWORKS INC (0.28 %) INVESCO LTD (0.28 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.29 % | 0.79 % |
Key Summary
QUS | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.79 % |
Price | $51.47 | $24.47 |
Size | $978.407 million | $276.370 million |
10Y return | 93.71 % | 50.40 % |
Annual distribution yield (5Y) | 3.59 % | 5.68 % |
Market | ASX | ASX |
First listed date | 19/12/2014 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUS | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 87 | 50 |
Median incremental investment | $1,057.49 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,588.16 | $4,123.20 |
Average age group | > 35 | > 35 |
Pros and Cons
QUS | UMAX | |
|---|---|---|
Pros |
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Cons |
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QUS | 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 |