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Compare UMAX vs. MQYM

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

Community Stats

UMAX

MQYM

Popularity

Low

N/A

Pearlers invested

46

0

Median incremental investment

$993.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,403.38

$0

Average age group

> 35

N/A


Key Summary

UMAX

MQYM

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.

MQYM.AX was created on 2025-02-14 by Macquarie. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees) by investing in a diversified portfolio of fixed income securities, which are generally expected to be higher yielding than traditional fixed income investments.

Top 3 holdings

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

ISHARES CORE S&P 500 ETF (97.21 %)

USD - UNITED STATES DOLLAR (2.55 %)

Macquarie Global Yield Maximiser 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

MQYM

Issuer

BetaShares

Macquarie

Tracking index

Asset class

ETF

ETF

Management fee

0.79 %

0 %

Price

$24.81

$49.05

Size

$256.468 million

N/A

10Y return

46.03 %

N/A

Annual distribution/β€Šdividend yield (5Y)

6.08 %

0.33 %

Market

ASX

ASX

First listed date

19/09/2014

18/02/2025

Purchase fee

$6.50

$6.50


Community Stats

UMAX

MQYM

Popularity

Low

N/A

Pearlers invested

46

0

Median incremental investment

$993.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,403.38

$0

Average age group

> 35

N/A


Pros and Cons

UMAX

MQYM

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

MQYM

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