Compare AU

Compare UMAX vs. ATEC

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

BetaShares S&P 500 Yield Maximiser Fund (Managed Fund)

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 BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) (UMAX) and the BetaShares S&P/ASX Australian Technology ETF (ATEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

ATEC

Popularity

Low

Low

Pearlers invested

43

168

Median incremental investment

$993.50

$869.14

Median investment frequency

Monthly

Monthly

Median total investment

$2,397.00

$1,823.76

Average age group

> 35

> 35


Key Summary

UMAX

ATEC

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.

ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 310.52m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses.

Top 3 holdings

SPX US 03/21/25 C6000 (0 %)

SPX US 03/21/25 C6110 (0 %)

SPX US 03/21/25 C6160 (0 %)

COMPUTERSHARE LTD (13.32 %)

XERO LTD (10.46 %)

PRO MEDICUS LTD (9.96 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Information Technology (43.31 %)

Communication Services (25.58 %)

Industrials (13.06 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Australia (82.51 %)

New Zealand (10.88 %)

United States (6.62 %)

Management fee

0.79 %

0.48 %


Key Summary

UMAX

ATEC

Issuer

BetaShares

BetaShares

Tracking index

S&P/ASX All Technology Index - AUD

Asset class

ETF

ETF

Management fee

0.79 %

0.48 %

Price

$25.50

$26.82

Size

$275.492 million

$313.553 million

10Y return

48.26 %

N/A

Annual distribution yield (5Y)

6.14 %

1.49 %

Market

ASX

ASX

First listed date

19/09/2014

05/03/2020

Purchase fee

$6.50

$6.50


Community Stats

UMAX

ATEC

Popularity

Low

Low

Pearlers invested

43

168

Median incremental investment

$993.50

$869.14

Median investment frequency

Monthly

Monthly

Median total investment

$2,397.00

$1,823.76

Average age group

> 35

> 35


Pros and Cons

UMAX

ATEC

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

UMAX

ATEC

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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