Compare AU

Compare UMAX vs. JRHG

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

BetaShares S&P 500 Yield Maximiser Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 JRHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

JRHG

Popularity

Low

N/A

Pearlers invested

44

0

Median incremental investment

$993.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,596.28

$0

Average age group

> 35

N/A


Key Summary

UMAX

JRHG

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.

JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity.

Top 3 holdings

SPX US 02/21/25 C6160 (0 %)

ISHARES CORE S&P 500 ETF (98.02 %)

USD - UNITED STATES DOLLAR (1.66 %)

Jpmorgan Gl Re En In Eqh Active ETF (Managed Fund) (100 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.79 %

0.3 %


Key Summary

UMAX

JRHG

Issuer

BetaShares

JPMorgan

Tracking index

MSCI World ex Australia - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.79 %

0.3 %

Price

$27.62

$65.20

Size

$260.470 million

N/A

10Y return

63.34 %

N/A

Annual distribution/β€Šdividend yield (5Y)

6.14 %

0.14 %

Market

ASX

ASX

First listed date

19/09/2014

15/11/2023

Purchase fee

$6.50

$6.50


Community Stats

UMAX

JRHG

Popularity

Low

N/A

Pearlers invested

44

0

Median incremental investment

$993.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,596.28

$0

Average age group

> 35

N/A


Pros and Cons

UMAX

JRHG

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

UMAX

JRHG

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

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