Compare AU
Compare UMAX vs. ETPMAG
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are UMAX and ETPMAG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | ETPMAG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 84 |
Median incremental investment | $993.50 | $5,064.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,406.40 | $4,670.55 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | ETPMAG | |
|---|---|---|
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. | ETPMAG.AX was created on 2009-01-02 by Global X. The fund's investment portfolio concentrates primarily on silver commodities. ETFS Physical Silver (ETPMAG.AX) is designed to offer investors a simple, costefficient and secure way to access physical silver by providing a return equivalent to the movements in the silver spot price less the applicable management fee. |
Top 3 holdings | SPX US 03/21/25 C6000 (0 %) SPX US 03/21/25 C6110 (0 %) SPX US 03/21/25 C6160 (0 %) | Global X Metal Securities Australia Limited (100 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.79 % | 0.49 % |
Key Summary
UMAX | ETPMAG | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | LBMA Silver Spot Price AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.49 % |
Price | $25.60 | $48.15 |
Size | $275.492 million | $450.866 million |
10Y return | 48.32 % | 145.29 % |
Annual distribution/ dividend yield (5Y) | 6.14 % | - % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 30/01/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | ETPMAG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 84 |
Median incremental investment | $993.50 | $5,064.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,406.40 | $4,670.55 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | ETPMAG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UMAX | ETPMAG |
|---|---|
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 |