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Compare UMAX vs. QHAL
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 VanEck MSCI International Quality (Aud Hedged) ETF (QHAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 59 |
Median incremental investment | $998.40 | $873.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.75 | $4,665.60 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | QHAL | |
|---|---|---|
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. | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index. |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | Vaneck Msci International Quality Etf (100.02 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) |
Management fee | 0.79 % | 0.43 % |
Key Summary
UMAX | QHAL | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.43 % |
Price | $26.80 | $51.13 |
Size | $297.581 million | $2.206 billion |
10Y return | 46.85 % | N/A |
Annual distribution yield (5Y) | 5.84 % | 2.03 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 59 |
Median incremental investment | $998.40 | $873.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.75 | $4,665.60 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | QHAL | |
|---|---|---|
Pros |
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Cons |
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UMAX | QHAL |
|---|---|
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 |