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Compare UBE 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, shares and ETFs are a popular choice. Two options in the ASX are UBE and UMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
--- | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 45 |
Median incremental investment | - | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,470.05 |
Average age group | N/A | > 35 |
Key Summary
--- | UMAX | |
|---|---|---|
Strategy | N/A | 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 | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) | |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | N/A | 0.79 % |
Key Summary
--- | UMAX | |
|---|---|---|
Issuer | N/A | BetaShares |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 0.79 % |
Price | $-- | $24.95 |
Size | N/A | $265.377 million |
10Y return | N/A | 44.97 % |
Annual dividend/ distribution yield (5Y) | - % | 6.08 % |
Market | ASX | ASX |
First listed date | N/A | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
--- | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 45 |
Median incremental investment | - | $993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,470.05 |
Average age group | N/A | > 35 |
Pros and Cons
--- | UMAX | |
|---|---|---|
Pros |
| |
Cons |
|
--- | UMAX |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |