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Compare UMAX vs. BGBL
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 Complex ETF (UMAX) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 609 |
Median incremental investment | $998.40 | $2,011.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.75 | $11,036.25 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | BGBL | |
|---|---|---|
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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | MSCI WORLD INDEX DEC25 (0 %) NVIDIA CORP (5.57 %) APPLE INC (5.03 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.79 % | 0.08 % |
Key Summary
UMAX | BGBL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.08 % |
Price | $26.63 | $80.78 |
Size | $297.581 million | N/A |
10Y return | 45.92 % | N/A |
Annual distribution yield (5Y) | 5.84 % | 0.92 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 609 |
Median incremental investment | $998.40 | $2,011.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.75 | $11,036.25 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | BGBL | |
|---|---|---|
Pros |
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Cons |
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UMAX | BGBL |
|---|---|
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 |