Compare AU
Compare UMAX vs. ERTH
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 BetaShares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | ERTH | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 366 |
Median incremental investment | $993.50 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,606.62 | $934.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | ERTH | |
---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | SPX US 02/21/25 C6160 (0 %) SPX US 03/21/25 C6220 (0 %) SPX US 03/21/25 C6275 (0 %) | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (55.73 %) Information Technology (13.41 %) Industrials (11.85 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.79 % | 0.55 % |
Key Summary
UMAX | ERTH | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.55 % |
Price | $27.73 | $9.16 |
Size | $264.086 million | $93.162 million |
10Y return | 62.07 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 0.60 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | ERTH | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 366 |
Median incremental investment | $993.50 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,606.62 | $934.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | ERTH | |
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Pros |
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Cons |
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UMAX | ERTH |
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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 |