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Compare UMAX vs. IVV

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

Betashares S&P 500 Yield Maximiser Complex ETF

ASX

Buy

Buy

iShares S&P 500 ETF

ASX

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 Complex ETF (UMAX) and the iShares S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

IVV

Popularity

Low

High

Pearlers invested

45

16,357

Median incremental investment

$993.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$2,582.44

Average age group

> 35

26 - 35


Key Summary

UMAX

IVV

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.

iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market.

Top 3 holdings

SPX US 04/17/25 C5840 (0 %)

SPX US 04/17/25 C5870 (0 %)

ISHARES CORE S&P 500 ETF (97.87 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

United States (99.92 %)

Management fee

0.79 %

0.04 %


Key Summary

UMAX

IVV

Issuer

BetaShares

iShares

Tracking index

S&P 500

Asset class

ETF

ETF

Management fee

0.79 %

0.04 %

Price

$24.12

$56.14

Size

$248.027 million

$9.575 billion

10Y return

41.47 %

208.85 %

Annual distribution yield (5Y)

6.08 %

10.73 %

Market

ASX

ASX

First listed date

19/09/2014

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

UMAX

IVV

Popularity

Low

High

Pearlers invested

45

16,357

Median incremental investment

$993.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$2,582.44

Average age group

> 35

26 - 35


Pros and Cons

UMAX

IVV

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

UMAX

IVV

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