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 SPDR S&P/ASX 200 Fund (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 | 349 | 43 |
Median incremental investment | $1,002.94 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,394.32 | $2,594.40 |
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 5766.44m 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 (10.40 %) BHP Group Ltd (8.13 %) CSL Ltd (5.40 %) | SPX US 07/19/24 C5585 (0 %) ISHARES CORE S&P 500 ETF (98.50 %) AUD - AUSTRALIA DOLLAR (1.33 %) |
Top 3 industries | Financials (55.40 %) Materials (16.89 %) Health Care (11.15 %) | 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 | $74.48 | $27.60 |
Size | $5.499 billion | $255.387 million |
10Y return | 45.27 % | 65.17 % |
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 | 349 | 43 |
Median incremental investment | $1,002.94 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,394.32 | $2,594.40 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |