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Compare UMAX vs. OZBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 20 |
Median incremental investment | $1,000.00 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,023.62 | $8,406.48 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | OZBD | |
|---|---|---|
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. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 1356.86m in AUM and 727 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | Betashares S&P 500 Yield Maximiser Complex ETF (100 %) | CREDIT AGRICOLE SA 5.808% AUG-32 (0 %) INTL BK RECON & DEVELOP 5.0% NOV-31 (1.23 %) AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.11 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | |
Management fee | 0.79 % | 0.19 % |
Key Summary
UMAX | OZBD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.19 % |
Price | $26.58 | $43.67 |
Size | $305.526 million | $1.383 billion |
10Y return | 57.37 % | N/A |
Annual dividend/ distribution yield (5Y) | 5.49 % | 2.91 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 20 |
Median incremental investment | $1,000.00 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,023.62 | $8,406.48 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | OZBD | |
|---|---|---|
Pros |
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Cons |
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UMAX | OZBD |
|---|---|
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 |