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Compare UMAX vs. QAU

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, 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 Betashares Gold Bullion Currency Hedged ETF (QAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

QAU

Popularity

Low

Low

Pearlers invested

45

74

Median incremental investment

$993.50

$1,753.54

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$1,979.25

Average age group

> 35

> 35


Key Summary

UMAX

QAU

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.

QAU.AX was created on 2011-05-03 by BetaShares. The fund's investment portfolio concentrates primarily on gold commodities. The investment objective of the Fund is to provide an investment return, before fees and expenses, that closely tracks the performance of the price of gold bullion, with a currency hedge against movements in the AUD/USD exchange rate.

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 %)

LONDON GOLD MARKET FIXING LTD GOLD BULLION GOLD BULLION (99.10 %)

AUD - AUSTRALIA DOLLAR (96.81 %)

USD - UNITED STATES DOLLAR (-95.91 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Other (66.71 %)

Communication Services (33.29 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.79 %

0.59 %


Key Summary

UMAX

QAU

Issuer

BetaShares

BetaShares

Tracking index

LBMA Gold Price AM ($/ozt)

Asset class

ETF

ETF

Management fee

0.79 %

0.59 %

Price

$24.12

$27.30

Size

$248.027 million

$1.063 billion

10Y return

41.47 %

119.81 %

Annual distribution yield (5Y)

6.08 %

1.57 %

Market

ASX

ASX

First listed date

19/09/2014

04/05/2011

Purchase fee

$6.50

$6.50


Community Stats

UMAX

QAU

Popularity

Low

Low

Pearlers invested

45

74

Median incremental investment

$993.50

$1,753.54

Median investment frequency

Monthly

Monthly

Median total investment

$2,315.52

$1,979.25

Average age group

> 35

> 35


Pros and Cons

UMAX

QAU

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

UMAX

QAU

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