Compare AU

Compare UMAX vs. RINC

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

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

ASX

Buy

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

ASX

Buy

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ASX

Buy

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ASX

Buy

Overview
Performance
Industry & Region
Top Holdings

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are UMAX and RINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

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Popularity

Low

N/A

Pearlers invested

43

0

Median incremental investment

$993.50

-

Median investment frequency

Monthly

N/A

Median total investment

$2,397.00

$0

Average age group

> 35

N/A

Key Summary

UMAX

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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.

N/A

Top 3 holdings

SPX US 03/21/25 C6000 (0 %)

SPX US 03/21/25 C6110 (0 %)

SPX US 03/21/25 C6160 (0 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.79 %

N/A

Key Summary

UMAX

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Issuer

BetaShares

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.79 %

N/A

Price

$25.50

$--

Size

$275.492 million

N/A

10Y return

48.26 %

N/A

Annual distribution/ dividend yield (5Y)

6.14 %

- %

Market

ASX

ASX

First listed date

19/09/2014

N/A

Purchase fee

$6.50

$6.50

Community Stats

UMAX

---

Popularity

Low

N/A

Pearlers invested

43

0

Median incremental investment

$993.50

-

Median investment frequency

Monthly

N/A

Median total investment

$2,397.00

$0

Average age group

> 35

N/A

Pros and Cons

UMAX

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Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

UMAX

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Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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