Compare AU
Compare UMAX vs. IJP
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 iShares MSCI Japan ETF (IJP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | IJP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 49 |
Median incremental investment | $993.50 | $1,071.20 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $2,531.15 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | IJP | |
|---|---|---|
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. | IJP.AX was created on 1996-03-12 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 Japan Index, before fees and expenses. The index is designed to measure the performance of Japanese large-, mid- & small- capitalisation companies. |
Top 3 holdings | SPX US 03/21/25 C6000 (0 %) SPX US 03/21/25 C6110 (0 %) SPX US 03/21/25 C6160 (0 %) | ISHARES MSCI JAPAN ETF (100.14 %) USD CASH (0.03 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (99.99 %) Communication Services (0.01 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | Japan (100.00 %) |
Management fee | 0.79 % | 0.5 % |
Key Summary
UMAX | IJP | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Japan Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.5 % |
Price | $25.51 | $110.44 |
Size | $275.492 million | $807.445 million |
10Y return | 48.31 % | 69.91 % |
Annual distribution yield (5Y) | 6.14 % | 1.52 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | IJP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 49 |
Median incremental investment | $993.50 | $1,071.20 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $2,531.15 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | IJP | |
|---|---|---|
Pros |
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Cons |
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UMAX | IJP |
|---|---|
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 |