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Compare UMAX vs. INES
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 Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 18 |
Median incremental investment | $1,000.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,922.64 | $4,355.73 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | INES | |
|---|---|---|
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. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | SPX US 05/15/26 C7315 (0 %) ISHARES CORE S&P 500 ETF (99.33 %) AUD - AUSTRALIA DOLLAR (0.64 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.79 % | 0.97 % |
Key Summary
UMAX | INES | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.97 % |
Price | $25.44 | $3.37 |
Size | $294.533 million | $63.107 million |
10Y return | 49.12 % | N/A |
Annual distribution yield (5Y) | 5.56 % | 3.86 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 18 |
Median incremental investment | $1,000.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,922.64 | $4,355.73 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | INES | |
|---|---|---|
Pros |
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Cons |
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UMAX | INES |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |