Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Back
Compare AU

Compare T3MP vs. UMAX

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

Jpmorgan Climate Change Solutions Active ETF

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 Jpmorgan Climate Change Solutions Active ETF (T3MP) 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

T3MP

UMAX

Popularity

Low

Low

Pearlers invested

1

45

Median incremental investment

$567.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$574.65

$2,716.28

Average age group

< 26

> 35

Key Summary

T3MP

UMAX

Strategy

T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions.

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

SSE PLC (4.55 %)

Trane Technologies PLC Class A (4.52 %)

Quanta Services Inc (4.50 %)

SPX US 06/20/25 C6085 (0 %)

SPX US 06/20/25 C6100 (0 %)

SPX US 06/20/25 C6140 (0 %)

Top 3 industries

Industrials (61.18 %)

Utilities (31.58 %)

Consumer Discretionary (9.68 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (41.52 %)

France (12.60 %)

Japan (7.95 %)

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.55 %

0.79 %

Key Summary

T3MP

UMAX

Issuer

JPMorgan

BetaShares

Tracking index

MSCI All Country World Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.55 %

0.79 %

Price

$63.85

$25.20

Size

N/A

$267.260 million

10Y return

N/A

43.84 %

Annual distribution yield (5Y)

0.34 %

6.08 %

Market

ASX

ASX

First listed date

08/12/2022

19/09/2014

Purchase fee

$6.50

$6.50

Community Stats

T3MP

UMAX

Popularity

Low

Low

Pearlers invested

1

45

Median incremental investment

$567.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$574.65

$2,716.28

Average age group

< 26

> 35

Pros and Cons

T3MP

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

T3MP

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