Back
Compare AU
Compare SMLL 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 Australian Small Companies Select ETF (SMLL) 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
SMLL | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 50 |
Median incremental investment | $2,029.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,789.42 | $4,974.89 |
Average age group | > 35 | > 35 |
Key Summary
SMLL | UMAX | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 318.97m in AUM and 59 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | 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 | SPI 200 FUTURES JUN26 (0 %) CLEANAWAY WASTE MANAGEMENT LTD (4.94 %) ANSELL LTD (4.28 %) | SPX US 05/15/26 C7315 (0 %) ISHARES CORE S&P 500 ETF (99.33 %) AUD - AUSTRALIA DOLLAR (0.64 %) |
Top 3 industries | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (96.92 %) China (3.08 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.39 % | 0.79 % |
Key Summary
SMLL | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.79 % |
Price | $4.22 | $25.71 |
Size | $328.468 million | $286.715 million |
10Y return | N/A | 51.15 % |
Annual distribution yield (5Y) | 4.29 % | 5.56 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 50 |
Median incremental investment | $2,029.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,789.42 | $4,974.89 |
Average age group | > 35 | > 35 |
Pros and Cons
SMLL | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SMLL | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |