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Compare UMAX vs. LPGD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Loftus Peak Global Disruption Active ETF (LPGD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 30 |
Median incremental investment | $996.80 | $700.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,473.60 | $1,791.60 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | LPGD | |
|---|---|---|
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. | LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | Taiwan Semiconductor Manufacturing Co Ltd (10.39 %) Qualcomm Inc (9.91 %) Netflix Inc (6.31 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.79 % | 0.12 % |
Key Summary
UMAX | LPGD | |
|---|---|---|
Issuer | BetaShares | Loftus Peak |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.12 % |
Price | $26.72 | $5.59 |
Size | $298.572 million | N/A |
10Y return | 51.30 % | N/A |
Annual distribution yield (5Y) | 5.84 % | 6.25 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 08/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 30 |
Median incremental investment | $996.80 | $700.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,473.60 | $1,791.60 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | LPGD | |
|---|---|---|
Pros |
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Cons |
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UMAX | LPGD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |