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Compare AU
Compare STW 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 State Street SPDR S&P/ASX 200 ETF (STW) 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
STW | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 401 | 50 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,404.89 | $4,286.66 |
Average age group | > 35 | > 35 |
Key Summary
STW | UMAX | |
|---|---|---|
Strategy | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | 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 (10.01 %) BHP Group Ltd (9.33 %) Westpac Banking Corp (5.09 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0 % | 0.79 % |
Key Summary
STW | UMAX | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.79 % |
Price | $80.67 | $25.29 |
Size | $6.256 billion | $288.016 million |
10Y return | 81.04 % | 56.21 % |
Annual distribution yield (5Y) | 4.31 % | 5.70 % |
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 | 401 | 50 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,404.89 | $4,286.66 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | UMAX | |
|---|---|---|
Pros |
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Cons |
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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 |