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Compare UMAX vs. MFOA

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

Community Stats

UMAX

MFOA

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$993.50

$693.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,560.25

$1,374.66

Average age group

> 35

26 - 35


Key Summary

UMAX

MFOA

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.

N/A

Top 3 holdings

SPX US 07/19/24 C5585 (0 %)

ISHARES CORE S&P 500 ETF (98.50 %)

AUD - AUSTRALIA DOLLAR (1.33 %)

Milford Australian Absolute Growth (Hedge 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 %


Key Summary

UMAX

MFOA

Issuer

BetaShares

Tracking index

Asset class

ETF

Stock

Management fee

0.79 %

0 %

Price

$26.95

$10.88

Size

$237.922 million

N/A

10Y return

66.87 %

N/A

Annual distribution/ dividend yield (5Y)

6.16 %

0.97 %

Market

ASX

ASX

First listed date

19/09/2014

15/01/2023

Purchase fee

$6.50

$6.50


Community Stats

UMAX

MFOA

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$993.50

$693.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,560.25

$1,374.66

Average age group

> 35

26 - 35


Pros and Cons

UMAX

MFOA

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

UMAX

MFOA

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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