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Compare UMAX vs. MVOL
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 iShares Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 3 |
Median incremental investment | $1,000.00 | $2,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,674.18 | $5,577.72 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 30.37m in AUM and 95 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | SPX US 05/15/26 C7315 (0 %) ISHARES CORE S&P 500 ETF (99.33 %) AUD - AUSTRALIA DOLLAR (0.64 %) | BHP GROUP LTD (6.04 %) TELSTRA GROUP LTD (5.97 %) ANZ GROUP HOLDINGS LTD (4.01 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | Australia (99.77 %) United Kingdom of Great Britain and Northern Ireland (0.23 %) |
Management fee | 0.79 % | 0.3 % |
Key Summary
UMAX | MVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.3 % |
Price | $25.13 | $35.08 |
Size | $283.347 million | $30.202 million |
10Y return | 48.26 % | N/A |
Annual distribution yield (5Y) | 5.59 % | 4.32 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 3 |
Median incremental investment | $1,000.00 | $2,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,674.18 | $5,577.72 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | MVOL | |
|---|---|---|
Pros |
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Cons |
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UMAX | MVOL |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |