Compare AU
Compare UMAX vs. FUTR
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 Fund (Managed Fund) (UMAX) and the Janus Henderson Global Sustainable Eq Active ETF (FUTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | FUTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 3 |
Median incremental investment | $993.50 | $506.78 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,397.00 | $549.45 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | FUTR | |
|---|---|---|
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. | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods |
Top 3 holdings | SPX US 03/21/25 C6000 (0 %) SPX US 03/21/25 C6110 (0 %) SPX US 03/21/25 C6160 (0 %) | Microsoft Corp (5.47 %) NVIDIA Corp (4.18 %) Spotify Technology SA (3.43 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (28.39 %) Industrials (19.00 %) Communication Services (17.49 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (63.63 %) France (7.69 %) Canada (6.06 %) |
Management fee | 0.79 % | 0.8 % |
Key Summary
UMAX | FUTR | |
|---|---|---|
Issuer | BetaShares | Janus Henderson |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.8 % |
Price | $25.50 | $36.63 |
Size | $275.492 million | N/A |
10Y return | 48.26 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 0.43 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 21/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | FUTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 3 |
Median incremental investment | $993.50 | $506.78 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,397.00 | $549.45 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | FUTR | |
|---|---|---|
Pros |
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Cons |
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UMAX | FUTR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |