Back
Compare AU
Compare UMAX vs. JNDQ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are UMAX and JNDQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | JNDQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 24 |
Median incremental investment | $1,000.00 | $650.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,109.52 | $1,584.10 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | JNDQ | |
|---|---|---|
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. | JNDQ.AX was created on 2024-02-20 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. JNDQ.AX aims to track the performance of the Nasdaq Next Generation 100 Index (before fees and expenses). |
Top 3 holdings | Betashares S&P 500 Yield Maximiser Complex ETF (100 %) | EBAY INC (2.33 %) NATERA INC (2.32 %) REVOLUTION MEDICINES INC (2.22 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (31.25 %) Health Care (18.55 %) Other (11.92 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (86.38 %) China (2.75 %) Israel (2.37 %) |
Management fee | 0.79 % | 0.48 % |
Key Summary
UMAX | JNDQ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Next Generation 100 Index | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.48 % |
Price | $26.40 | $20.62 |
Size | $313.967 million | $13.892 million |
10Y return | 55.57 % | N/A |
Annual dividend/ distribution yield (5Y) | 5.47 % | 2.03 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 21/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | JNDQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 24 |
Median incremental investment | $1,000.00 | $650.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,109.52 | $1,584.10 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | JNDQ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UMAX | JNDQ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |