Compare AU
Compare UMAX vs. QYLD
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 Global X Nasdaq 100 Covered Call Complex ETF (QYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | QYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 25 |
Median incremental investment | $993.50 | $1,008.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $1,636.50 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | QYLD | |
|---|---|---|
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. | QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 17.05m in AUM and 103 holdings. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index. |
Top 3 holdings | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) | Apple Inc (9.28 %) Microsoft Corp (8.41 %) NVIDIA Corp (7.57 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (58.19 %) Communication Services (18.79 %) Consumer Discretionary (16.87 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (97.34 %) Netherlands (0.82 %) Brazil (0.69 %) |
Management fee | 0.79 % | 0.6 % |
Key Summary
UMAX | QYLD | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Cboe Nasdaq 100 Half BuyWrite V2 Index | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.6 % |
Price | $24.81 | $10.95 |
Size | $256.468 million | $16.725 million |
10Y return | 46.03 % | N/A |
Annual distribution yield (5Y) | 6.08 % | 4.47 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | QYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 25 |
Median incremental investment | $993.50 | $1,008.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,403.38 | $1,636.50 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | QYLD | |
|---|---|---|
Pros |
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Cons |
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UMAX | QYLD |
|---|---|
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 |