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Compare T3MP 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 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 |
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Cons |
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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 |