Compare AU

Compare UMAX vs. REIT

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares S&P 500 Yield Maximiser Fund (Managed Fund)

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 Fund (Managed Fund) (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

44

107

Median incremental investment

$993.50

$931.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,606.62

$1,132.45

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

SPX US 02/21/25 C6160 (0 %)

SPX US 03/21/25 C6220 (0 %)

SPX US 03/21/25 C6275 (0 %)

Prologis Inc (7.07 %)

Welltower Inc (5.91 %)

Equinix Inc (5.63 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Other (77.97 %)

Real Estate (22.03 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

United States (73.96 %)

Japan (5.45 %)

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

$27.56

$15.87

Size

$264.086 million

$485.623 million

10Y return

61.36 %

N/A

Annual distribution yield (5Y)

6.14 %

4.22 %

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

44

107

Median incremental investment

$993.50

$931.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,606.62

$1,132.45

Average age group

> 35

26 - 35


Pros and Cons

UMAX

REIT

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

UMAX

REIT

Lower exposure to AU market

Higher exposure to AU market

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

Home