Compare AU
Compare UMAX vs. FANG
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 Global X Fang+ ETF (FANG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | FANG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 46 | 1,255 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $3,078.00 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | FANG | |
|---|---|---|
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. | The Global X FANG+ ETF (FANG) seeks to track the performance of the NYSE FANG+® Index before fees, expenses, and taxes. |
Top 3 holdings | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) | Netflix Inc (11.30 %) CrowdStrike Holdings Inc Class A (11.01 %) ServiceNow Inc (10.85 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (60.57 %) Communication Services (30.21 %) Consumer Discretionary (9.22 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (100.00 %) |
Management fee | 0.79 % | 0.35 % |
Key Summary
UMAX | FANG | |
|---|---|---|
Issuer | BetaShares | ETFS |
Tracking index | NYSE FANG+ Index | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.35 % |
Price | $24.81 | $30.90 |
Size | $256.468 million | $1.020 billion |
10Y return | 46.03 % | N/A |
Annual distribution yield (5Y) | 6.08 % | 4.97 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 02/03/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | FANG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 46 | 1,255 |
Median incremental investment | $993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $3,078.00 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | FANG | |
|---|---|---|
Pros |
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Cons |
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UMAX | FANG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |