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Compare UMAX vs. 1GOV
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 UMAX and 1GOV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | 1GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,816.40 | $1,513.35 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | 1GOV | |
|---|---|---|
Strategy | 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. | 1GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 19.55m in AUM and 37 holdings. Each Fund aims to provide an investment return before fees and other costs which tracks the performance of its Reference Index in Australian dollars. The Funds do not necessarily aim to perfectly replicate the Reference Index on a oneto-one basis |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | VanEck 1-5 Year Australian Government Bond ETF (100 %) |
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 | 0.79 % | 0.22 % |
Key Summary
UMAX | 1GOV | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P/ASX Government Bond - Discontinued as of 07-Jul-2025 | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.22 % |
Price | $26.32 | $51.30 |
Size | $304.321 million | $19.594 million |
10Y return | 55.46 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.75 % | 1.84 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 27/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | 1GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,816.40 | $1,513.35 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | 1GOV | |
|---|---|---|
Pros |
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Cons |
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UMAX | 1GOV |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |