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Compare UMAX vs. LHGG
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 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 | 52 | 79 |
Median incremental investment | $1,000.00 | $1,593.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,117.30 | $3,366.83 |
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 | Betashares S&P 500 Yield Maximiser Complex ETF (100 %) | MercadoLibre Inc (13.88 %) Sansan Inc (10.56 %) ServiceNow Inc (8.65 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Consumer Discretionary (29.58 %) Information Technology (20.26 %) Communication Services (17.49 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (54.80 %) Canada (12.71 %) Brazil (12.45 %) |
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 | $26.31 | $1.855 |
Size | $311.883 million | N/A |
10Y return | 55.86 % | N/A |
Annual dividend/ distribution yield (5Y) | 5.49 % | 7.48 % |
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 | 52 | 79 |
Median incremental investment | $1,000.00 | $1,593.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,117.30 | $3,366.83 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | LHGG | |
|---|---|---|
Pros |
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Cons |
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UMAX | LHGG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |