Compare AU
Compare UMAX vs. IFRA
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 VanEck Ftse Global Infrastructure (Aud Hedged) ETF (IFRA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | IFRA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 124 |
Median incremental investment | $993.50 | $999.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,602.86 | $4,280.64 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | IFRA | |
|---|---|---|
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. | IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis |
Top 3 holdings | SPX US 02/21/25 C6160 (0 %) ISHARES CORE S&P 500 ETF (98.02 %) USD - UNITED STATES DOLLAR (1.66 %) | Transurban Group (4.68 %) Aena SME SA (4.54 %) NextEra Energy Inc (4.46 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Industrials (45.73 %) Utilities (37.57 %) Energy (8.84 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (60.06 %) Canada (10.62 %) Spain (6.21 %) |
Management fee | 0.79 % | 0.52 % |
Key Summary
UMAX | IFRA | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index - CAD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.52 % |
Price | $27.69 | $21.84 |
Size | $260.470 million | $1.221 billion |
10Y return | 63.75 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 3.32 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 03/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | IFRA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 124 |
Median incremental investment | $993.50 | $999.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,602.86 | $4,280.64 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | IFRA | |
|---|---|---|
Pros |
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Cons |
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UMAX | IFRA |
|---|---|
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 |