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Compare UMAX vs. REIT
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 Ftse International Property (Aud Hedged) ETF (REIT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 103 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,271.40 | $1,179.68 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | REIT | |
|---|---|---|
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. | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | Welltower Inc (7.86 %) Prologis Inc (7.56 %) Equinix Inc (4.72 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Real Estate (100.00 %) Other (5.82 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) |
Management fee | 0.79 % | 0.43 % |
Key Summary
UMAX | REIT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.43 % |
Price | $25.61 | $16.41 |
Size | $288.016 million | $677.793 million |
10Y return | 55.59 % | N/A |
Annual distribution yield (5Y) | 5.70 % | 4.20 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 02/04/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 103 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,271.40 | $1,179.68 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | REIT | |
|---|---|---|
Pros |
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Cons |
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UMAX | REIT |
|---|---|
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 |