Compare AU
Compare UMAX vs. QMAX
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 Betashares Nasdaq 100 Yield Maximiser Complex ETF (QMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | QMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 9 |
Median incremental investment | $993.50 | $973.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,454.21 | $2,762.35 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | QMAX | |
|---|---|---|
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. | QMAX.AX was created on 2022-10-04 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QMAX.AX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. |
Top 3 holdings | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) | NDX UL 05/16/25 C19250 (0 %) NDX UL 06/20/25 C21775 (0 %) INVESCO NASDAQ 100 ETF (65.18 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (97.16 %) Netherlands (0.95 %) Brazil (0.69 %) |
Management fee | 0.79 % | 0.68 % |
Key Summary
UMAX | QMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.68 % |
Price | $24.79 | $27.23 |
Size | $263.325 million | $29.470 million |
10Y return | 45.31 % | N/A |
Annual distribution yield (5Y) | 6.08 % | 3.36 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 06/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | QMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 9 |
Median incremental investment | $993.50 | $973.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,454.21 | $2,762.35 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | QMAX | |
|---|---|---|
Pros |
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Cons |
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UMAX | QMAX |
|---|---|
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 |