Compare AU
Compare UMAX vs. GGUS
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 Betashares Geared Us Eqty Ccy Hedged Complex ETF (GGUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | GGUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 279 |
Median incremental investment | $993.50 | $1,121.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $2,825.16 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | GGUS | |
|---|---|---|
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. | GGUS.AX was created on 2015-08-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund provides investors with a simple way to obtain a cost-effective geared exposure to the returns of the U.S. sharemarket, hedged to Australian Dollars. |
Top 3 holdings | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) | ISHARES CORE S&P 500 ETF (221.69 %) AUD - AUSTRALIA DOLLAR (87.15 %) USD - UNITED STATES DOLLAR (-208.84 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (83.88 %) Communication Services (16.12 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.79 % | 0.8 % |
Key Summary
UMAX | GGUS | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.8 % |
Price | $24.81 | $36.23 |
Size | $256.468 million | $263.663 million |
10Y return | 46.03 % | N/A |
Annual distribution yield (5Y) | 6.08 % | 1.85 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 18/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | GGUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 279 |
Median incremental investment | $993.50 | $1,121.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $2,825.16 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | GGUS | |
|---|---|---|
Pros |
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Cons |
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UMAX | GGUS |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |