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Compare RMBS 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 RMBS and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RMBS | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 45 |
Median incremental investment | $715.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $701.12 | $2,476.98 |
Average age group | > 35 | > 35 |
Key Summary
RMBS | UMAX | |
|---|---|---|
Strategy | RMBS.AX was created on 2025-04-22 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide an investment return before fees and other costs which tracks the performance of the Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a oneto-one basis. | 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 | VanEck Australian Rmbs ETF (100 %) | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) |
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 % | 0.79 % |
Key Summary
RMBS | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | ICE 0.5-3 Year AAA Large Cap Australian RMBS Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.79 % |
Price | $25.04 | $25.02 |
Size | $6.537 million | $266.957 million |
10Y return | N/A | 44.96 % |
Annual dividend/ distribution yield (5Y) | 0.08 % | 6.08 % |
Market | ASX | ASX |
First listed date | 23/04/2025 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RMBS | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 45 |
Median incremental investment | $715.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $701.12 | $2,476.98 |
Average age group | > 35 | > 35 |
Pros and Cons
RMBS | UMAX | |
|---|---|---|
Pros |
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Cons |
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RMBS | 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 |