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Compare UMAX vs. IJR
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 S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 94 |
Median incremental investment | $1,000.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,942.55 | $5,222.63 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (99.41 %) Hong Kong (0.06 %) |
Management fee | 0.79 % | 0.07 % |
Key Summary
UMAX | IJR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.07 % |
Price | $27.08 | $183.25 |
Size | $294.748 million | $784.661 million |
10Y return | 50.19 % | 132.73 % |
Annual distribution yield (5Y) | 5.84 % | 1.26 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 94 |
Median incremental investment | $1,000.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,942.55 | $5,222.63 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | IJR | |
|---|---|---|
Pros |
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Cons |
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UMAX | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |