Compare AU

Compare UMAX vs. CLDD

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 Cloud Computing ETF (CLDD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

CLDD

Popularity

Low

Low

Pearlers invested

44

54

Median incremental investment

$993.50

$807.67

Median investment frequency

Monthly

Monthly

Median total investment

$2,596.28

$1,984.03

Average age group

> 35

26 - 35


Key Summary

UMAX

CLDD

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.

CLDD.AX was created on 2021-02-22 by BetaShares. The fund's investment portfolio concentrates primarily on information technology equity. The investment objective of the Fund is to provide an investment return that aims to track the total return performance of the indxx Global Cloud Computing Index (the Index), before taking into account and fees.

Top 3 holdings

SPX US 02/21/25 C6160 (0 %)

ISHARES CORE S&P 500 ETF (98.02 %)

USD - UNITED STATES DOLLAR (1.66 %)

TWILIO INC (5.85 %)

SNOWFLAKE INC (5.19 %)

SHOPIFY INC (4.85 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Information Technology (84.08 %)

Other (4.54 %)

Industrials (3.13 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

United States (90.20 %)

Canada (4.45 %)

Sweden (3.09 %)

Management fee

0.79 %

0.1 %


Key Summary

UMAX

CLDD

Issuer

BetaShares

BetaShares

Tracking index

Indxx Global Cloud Computing Index

Asset class

ETF

ETF

Management fee

0.79 %

0.1 %

Price

$27.62

$16.07

Size

$260.470 million

$49.914 million

10Y return

63.34 %

N/A

Annual distribution yield (5Y)

6.14 %

1.01 %

Market

ASX

ASX

First listed date

19/09/2014

23/02/2021

Purchase fee

$6.50

$6.50


Community Stats

UMAX

CLDD

Popularity

Low

Low

Pearlers invested

44

54

Median incremental investment

$993.50

$807.67

Median investment frequency

Monthly

Monthly

Median total investment

$2,596.28

$1,984.03

Average age group

> 35

26 - 35


Pros and Cons

UMAX

CLDD

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

UMAX

CLDD

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

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