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Compare UMAX vs. ETPMPD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Betashares S&P 500 Yield Maximiser Complex ETF

ASX

Buy

Buy

Overview
Performance

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

45

10

Median incremental investment

$993.50

$700.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$1,233.72

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 04/17/25 C5840 (0 %)

SPX US 04/17/25 C5870 (0 %)

ISHARES CORE S&P 500 ETF (97.87 %)

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

$24.12

$137.08

Size

$248.027 million

$9.281 million

10Y return

41.47 %

40.62 %

Annual distribution/β€Šdividend 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

45

10

Median incremental investment

$993.50

$700.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$1,233.72

Average age group

> 35

> 35


Pros and Cons

UMAX

ETPMPD

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

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