Compare AU
Compare UMAX vs. BCOM
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 BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) (UMAX) and the Global X Bloomberg Commodity Complex ETF (BCOM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | BCOM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 2 |
Median incremental investment | $993.50 | $3,193.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,606.62 | $6,675.54 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | BCOM | |
---|---|---|
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. | BCOM.AX was created on 2023-07-05 by Global X. The fund's investment portfolio concentrates primarily on broad market commodities. The investment objective of the Fund is to provide investors with a return, that tracks the performance of the Bloomberg Commodity Index Excess Return 3 Month Forward, plus earn interest returns through exposure to cash and/or money market instruments (before fees and expenses). |
Top 3 holdings | SPX US 02/21/25 C6160 (0 %) SPX US 03/21/25 C6220 (0 %) SPX US 03/21/25 C6275 (0 %) | GLOBAL X 1-3 Month T-Bill ETF USD Acc (83.72 %) |
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 % | 0.6 % |
Key Summary
UMAX | BCOM | |
---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Bloomberg Commodity Index Excess Return 3 Month Forward - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.6 % |
Price | $27.56 | $11.42 |
Size | $264.086 million | $44.859 million |
10Y return | 61.36 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 0.51 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 04/07/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | BCOM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 2 |
Median incremental investment | $993.50 | $3,193.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,606.62 | $6,675.54 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | BCOM | |
---|---|---|
Pros |
|
|
Cons |
|
|
UMAX | BCOM |
---|---|
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 |