Compare AU
Compare UMAX vs. ETPMPD
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 ETPMPD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | ETPMPD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 10 |
Median incremental investment | $993.50 | $700.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $1,241.10 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | ETPMPD | |
|---|---|---|
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. | ETPMPD.AX was created on 2009-01-02 by MUFG. The fund's investment portfolio concentrates primarily on palladium commodities. ETFS Physical Palladium (ASX Code: ETPMPD.AX) is designed to offer investors a simple, cost efficient and secure way to access physical palladium by providing a return equivalent to the movements in the palladium spot price less the applicable management fee. |
Top 3 holdings | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) | 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 | ETPMPD | |
|---|---|---|
Issuer | BetaShares | MUFG |
Tracking index | LBMA Palladium Spot Price AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.49 % |
Price | $24.81 | $142.10 |
Size | $256.468 million | $9.190 million |
10Y return | 46.03 % | 45.77 % |
Annual distribution/ dividend yield (5Y) | 6.08 % | - % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 30/01/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | ETPMPD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 10 |
Median incremental investment | $993.50 | $700.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $1,241.10 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | ETPMPD | |
|---|---|---|
Pros |
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Cons |
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UMAX | ETPMPD |
|---|---|
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 |