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Compare UMAX vs. MVE

Compare shares and ETFs on the ASX that you can trade on Pearler.

Betashares S&P 500 Yield Maximiser Complex ETF

ASX

Buy

Buy

VanEck S&P/ASX Midcap ETF

ASX

Overview
Performance

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 VanEck S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

MVE

Popularity

Low

Low

Pearlers invested

45

38

Median incremental investment

$993.50

$704.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$2,983.75

Average age group

> 35

> 35


Key Summary

UMAX

MVE

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.

MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100.

Top 3 holdings

SPX US 04/17/25 C5840 (0 %)

SPX US 04/17/25 C5870 (0 %)

ISHARES CORE S&P 500 ETF (97.87 %)

Evolution Mining Ltd (6.27 %)

REA Group Ltd (4.35 %)

JB Hi Fi Ltd (3.84 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Real Estate (24.74 %)

Consumer Discretionary (20.90 %)

Materials (15.95 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

Management fee

0.79 %

0.45 %


Key Summary

UMAX

MVE

Issuer

BetaShares

VanEck

Tracking index

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.79 %

0.45 %

Price

$24.12

$38.75

Size

$248.027 million

$335.905 million

10Y return

41.47 %

68.41 %

Annual distribution yield (5Y)

6.08 %

3.48 %

Market

ASX

ASX

First listed date

19/09/2014

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

UMAX

MVE

Popularity

Low

Low

Pearlers invested

45

38

Median incremental investment

$993.50

$704.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$2,983.75

Average age group

> 35

> 35


Pros and Cons

UMAX

MVE

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

UMAX

MVE

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield