Compare AU

Compare UMAX vs. IIND

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares S&P 500 Yield Maximiser Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 BetaShares India Quality ETF. (IIND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

IIND

Popularity

Low

Low

Pearlers invested

44

148

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,606.62

$2,557.06

Average age group

> 35

> 35


Key Summary

UMAX

IIND

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.

IIND.AX was created on 2019-08-02 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. IIND.AX aims to track the performance of an index (before fees, expenses and taxes) comprising a diversified portfolio of the highest quality Indian companies.

Top 3 holdings

SPX US 02/21/25 C6160 (0 %)

SPX US 03/21/25 C6220 (0 %)

SPX US 03/21/25 C6275 (0 %)

INFOSYS LTD (7.48 %)

TATA CONSULTANCY SERVICES LTD (5.52 %)

ICICI BANK LTD (5.35 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Information Technology (21.73 %)

Consumer Staples (16.22 %)

Financials (15.68 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

India (100.00 %)

Management fee

0.79 %

0.8 %


Key Summary

UMAX

IIND

Issuer

BetaShares

BetaShares

Tracking index

Solactive India Quality Select Index - INR

Asset class

ETF

ETF

Management fee

0.79 %

0.8 %

Price

$27.56

$11.13

Size

$264.086 million

$214.802 million

10Y return

61.36 %

N/A

Annual distribution yield (5Y)

6.14 %

2.31 %

Market

ASX

ASX

First listed date

19/09/2014

06/08/2019

Purchase fee

$6.50

$6.50


Community Stats

UMAX

IIND

Popularity

Low

Low

Pearlers invested

44

148

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,606.62

$2,557.06

Average age group

> 35

> 35


Pros and Cons

UMAX

IIND

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

UMAX

IIND

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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