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Compare UMAX vs. LHGG

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

Betashares S&P 500 Yield Maximiser Complex ETF

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

Community Stats

UMAX

LHGG

Popularity

Low

Low

Pearlers invested

46

3

Median incremental investment

$993.50

$1,100.53

Median investment frequency

Monthly

Monthly

Median total investment

$2,403.38

$1,361.92

Average age group

> 35

> 35


Key Summary

UMAX

LHGG

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.

LHGG.AX was created on 2017-12-01 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide long-term capital growth and to outperform the MSCI All Country World Index Net Total Returns in AUD over rolling five-year periods (after fees and expenses but before taxes).

Top 3 holdings

SPX US 05/16/25 C5525 (0 %)

ISHARES CORE S&P 500 ETF (97.21 %)

USD - UNITED STATES DOLLAR (2.55 %)

Lakehouse Global Growth Fund Active ETF (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 %


Key Summary

UMAX

LHGG

Issuer

BetaShares

Global X

Tracking index

MSCI All Country World Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.79 %

0 %

Price

$24.81

$2.66

Size

$256.468 million

N/A

10Y return

46.03 %

N/A

Annual distribution/β€Šdividend yield (5Y)

6.08 %

- %

Market

ASX

ASX

First listed date

19/09/2014

06/04/2025

Purchase fee

$6.50

$6.50


Community Stats

UMAX

LHGG

Popularity

Low

Low

Pearlers invested

46

3

Median incremental investment

$993.50

$1,100.53

Median investment frequency

Monthly

Monthly

Median total investment

$2,403.38

$1,361.92

Average age group

> 35

> 35


Pros and Cons

UMAX

LHGG

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

LHGG

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