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Compare UMAX vs. CUIV
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 CB Glbl Infrastructure Value Active ETF (CUIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | CUIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 1 |
Median incremental investment | $1,000.00 | $69,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,006.44 | $65,391.30 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | CUIV | |
|---|---|---|
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. | CUIV.AX was created on 2025-04-14 by ClearBridge. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide investors with regular and stable income comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities without any hedging of the Funds . |
Top 3 holdings | SPX US 07/17/26 C7700 (0 %) ISHARES CORE S&P 500 ETF (98.44 %) USD - UNITED STATES DOLLAR (0.95 %) | Entergy Corp (4.79 %) Severn Trent PLC (4.78 %) TC Energy Corp (4.52 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Utilities (60.06 %) Industrials (31.50 %) Energy (8.44 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (41.50 %) United Kingdom of Great Britain and Northern Ireland (10.42 %) France (9.80 %) |
Management fee | 0.79 % | 1.01 % |
Key Summary
UMAX | CUIV | |
|---|---|---|
Issuer | BetaShares | ClearBridge |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 1.01 % |
Price | $26.62 | $1.365 |
Size | $295.559 million | $769.946 million |
10Y return | 58.83 % | N/A |
Annual distribution yield (5Y) | 5.55 % | 7.86 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 13/04/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | CUIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 1 |
Median incremental investment | $1,000.00 | $69,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,006.44 | $65,391.30 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | CUIV | |
|---|---|---|
Pros |
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Cons |
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UMAX | CUIV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |