Compare AU
Compare SPY 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 SPDR S&P 500 ETF Trust (SPY) and the BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 43 |
Median incremental investment | $1,192.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,864.16 | $2,594.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | UMAX | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). | 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 | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | SPX US 07/19/24 C5585 (0 %) ISHARES CORE S&P 500 ETF (98.50 %) AUD - AUSTRALIA DOLLAR (1.33 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.0945 % | 0.79 % |
Key Summary
SPY | UMAX | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.79 % |
Price | $953.79 | $27.60 |
Size | $977.528 billion | $255.387 million |
10Y return | 269.41 % | 66.27 % |
Annual distribution yield (5Y) | 1.31 % | 6.16 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 43 |
Median incremental investment | $1,192.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,864.16 | $2,594.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | UMAX | |
|---|---|---|
Pros |
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Cons |
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SPY | UMAX |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |