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Compare UMAX vs. PAVE

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

Community Stats

UMAX

PAVE

Popularity

Low

Low

Pearlers invested

45

5

Median incremental investment

$993.50

$1,093.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,305.92

$2,357.96

Average age group

> 35

> 35


Key Summary

UMAX

PAVE

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.

PAVE.AX was created on 2024-06-03 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Indxx U.S. Infrastructure Development 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 %)

Global X Us Infrastructure Development 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 %

0.47 %


Key Summary

UMAX

PAVE

Issuer

BetaShares

Global X

Tracking index

Indxx U.S. Infrastructure Development Index

Asset class

ETF

ETF

Management fee

0.79 %

0.47 %

Price

$24.02

$10.12

Size

$254.928 million

$13.386 million

10Y return

39.57 %

N/A

Annual distribution/ dividend yield (5Y)

6.08 %

- %

Market

ASX

ASX

First listed date

19/09/2014

04/06/2024

Purchase fee

$6.50

$6.50


Community Stats

UMAX

PAVE

Popularity

Low

Low

Pearlers invested

45

5

Median incremental investment

$993.50

$1,093.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,305.92

$2,357.96

Average age group

> 35

> 35


Pros and Cons

UMAX

PAVE

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

PAVE

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