Compare AU
Compare UMAX vs. ETHI
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 Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 45 | 3,551 |
Median incremental investment | $993.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,315.52 | $1,960.42 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | ETHI | |
|---|---|---|
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. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | SPX US 04/17/25 C5840 (0 %) SPX US 04/17/25 C5870 (0 %) ISHARES CORE S&P 500 ETF (97.87 %) | KRW - KOREAN WON (0 %) APPLE INC (4.98 %) VISA INC (4.93 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (25.12 %) Financials (22.56 %) Other (21.90 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) |
Management fee | 0.79 % | 0.59 % |
Key Summary
UMAX | ETHI | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.59 % |
Price | $24.12 | $14.63 |
Size | $248.027 million | $3.359 billion |
10Y return | 41.47 % | N/A |
Annual distribution yield (5Y) | 6.08 % | 5.50 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 45 | 3,551 |
Median incremental investment | $993.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,315.52 | $1,960.42 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | ETHI | |
|---|---|---|
Pros |
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Cons |
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UMAX | ETHI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |