Compare AU

Compare STW vs. UMAX

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Aussie 200

ASX

Buy

Buy

Overview
Performance

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 S&P Aussie 200 (STW) 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

STW

UMAX

Popularity

Low

Low

Pearlers invested

346

42

Median incremental investment

$1,002.28

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,465.12

$2,551.16

Average age group

> 35

> 35


Key Summary

STW

UMAX

Strategy

STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5535.91m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 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

Commonwealth Bank of Australia (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

SPX US 07/19/24 C5585 (0 %)

ISHARES CORE S&P 500 ETF (98.50 %)

AUD - AUSTRALIA DOLLAR (1.33 %)

Top 3 industries

Financials (55.94 %)

Materials (16.72 %)

Health Care (11.34 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.05 %

0.79 %


Key Summary

STW

UMAX

Issuer

SPDR

BetaShares

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.05 %

0.79 %

Price

$75.68

$27.14

Size

$5.670 billion

$237.922 million

10Y return

52.86 %

71.23 %

Annual distribution yield (5Y)

5.64 %

6.16 %

Market

ASX

ASX

First listed date

27/08/2001

19/09/2014

Purchase fee

$6.50

$6.50


Community Stats

STW

UMAX

Popularity

Low

Low

Pearlers invested

346

42

Median incremental investment

$1,002.28

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,465.12

$2,551.16

Average age group

> 35

> 35


Pros and Cons

STW

UMAX

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

STW

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

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