Back
Compare AU
Compare UMAX vs. IHWL
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 iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 53 |
Median incremental investment | $1,000.00 | $1,704.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,942.55 | $5,333.97 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | NVIDIA CORP (10.94 %) MICROSOFT CORP (9.12 %) ALPHABET INC CLASS A (2.98 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) |
Management fee | 0.79 % | 0.12 % |
Key Summary
UMAX | IHWL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI World IMI 100% Hedged to AUD Net Variant | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.12 % |
Price | $27.08 | $61.31 |
Size | $294.748 million | $880.705 million |
10Y return | 50.19 % | N/A |
Annual distribution yield (5Y) | 5.84 % | 4.42 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 53 |
Median incremental investment | $1,000.00 | $1,704.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,942.55 | $5,333.97 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | IHWL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UMAX | IHWL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |