Compare AU
Compare UMAX vs. MICH
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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | MICH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 12 |
Median incremental investment | $993.50 | $1,143.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,423.85 | $1,199.52 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | MICH | |
|---|---|---|
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. | MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss |
Top 3 holdings | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) | Aena SME SA (7.58 %) Ferrovial SE (6.29 %) National Grid PLC (5.65 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Industrials (52.92 %) Utilities (38.21 %) Communication Services (8.87 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (38.21 %) Spain (15.62 %) United Kingdom of Great Britain and Northern Ireland (14.04 %) |
Management fee | 0.79 % | 1.05 % |
Key Summary
UMAX | MICH | |
|---|---|---|
Issuer | BetaShares | Magellan |
Tracking index | S&P Global Infrastructure Hedged to USD Index | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 1.05 % |
Price | $24.86 | $3.06 |
Size | $258.016 million | N/A |
10Y return | 48.24 % | N/A |
Annual distribution yield (5Y) | 6.08 % | 4.23 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 22/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | MICH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 12 |
Median incremental investment | $993.50 | $1,143.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,423.85 | $1,199.52 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | MICH | |
|---|---|---|
Pros |
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Cons |
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UMAX | MICH |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |