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Compare UMAX vs. HYLD
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 HYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | HYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 147 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,023.62 | $2,239.90 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | HYLD | |
|---|---|---|
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. | HYLD.AX was created on 2025-08-01 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 103.38m in AUM and 50 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX 200 High Yield Select Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Betashares S&P 500 Yield Maximiser Complex ETF (100 %) | SPI 200 FUTURES SEP26 (0 %) BHP GROUP LTD (10.08 %) WESTPAC BANKING CORP (9.99 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | Australia (98.75 %) United Kingdom of Great Britain and Northern Ireland (0.82 %) New Zealand (0.43 %) |
Management fee | 0.79 % | 0 % |
Key Summary
UMAX | HYLD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX 200 High Yield Select Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0 % |
Price | $26.58 | $34.46 |
Size | $305.526 million | $105.565 million |
10Y return | 57.37 % | N/A |
Annual dividend/ distribution yield (5Y) | 5.49 % | 2.27 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 04/08/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | HYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 147 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,023.62 | $2,239.90 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | HYLD | |
|---|---|---|
Pros |
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Cons |
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UMAX | HYLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |