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Compare UMAX vs. OZR

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

Betashares S&P 500 Yield Maximiser Complex ETF

ASX

Buy

Buy

SPDR S&P/ASX 200 Resources 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 SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

OZR

Popularity

Low

Low

Pearlers invested

45

38

Median incremental investment

$993.50

$789.16

Median investment frequency

Monthly

Monthly

Median total investment

$2,305.92

$821.43

Average age group

> 35

26 - 35


Key Summary

UMAX

OZR

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.

OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 130.67m in AUM and 50 holdings. The SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index.

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 %)

BHP Group Ltd (37.43 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Materials (79.71 %)

Other (15.40 %)

Energy (4.89 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.79 %

0.4 %


Key Summary

UMAX

OZR

Issuer

BetaShares

SPDR

Tracking index

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

ETF

Management fee

0.79 %

0.4 %

Price

$24.02

$11.33

Size

$242.963 million

$132.156 million

10Y return

42.13 %

33.14 %

Annual distribution yield (5Y)

6.42 %

9.77 %

Market

ASX

ASX

First listed date

19/09/2014

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

UMAX

OZR

Popularity

Low

Low

Pearlers invested

45

38

Median incremental investment

$993.50

$789.16

Median investment frequency

Monthly

Monthly

Median total investment

$2,305.92

$821.43

Average age group

> 35

26 - 35


Pros and Cons

UMAX

OZR

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

UMAX

OZR

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

Lower distribution yield

Higher distribution yield