Compare AU
Compare UMAX vs. SPY
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 SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 258 |
Median incremental investment | $993.50 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,315.52 | $2,521.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | SPX US 04/17/25 C5840 (0 %) SPX US 04/17/25 C5870 (0 %) ISHARES CORE S&P 500 ETF (97.87 %) | Apple Inc (6.92 %) Microsoft Corp (5.95 %) NVIDIA Corp (5.68 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (59.84 %) Consumer Discretionary (15.98 %) Communication Services (13.53 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) |
Management fee | 0.79 % | 0.0945 % |
Key Summary
UMAX | SPY | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.0945 % |
Price | $24.12 | $840.44 |
Size | $248.027 million | $876.738 billion |
10Y return | 42.89 % | 212.99 % |
Annual distribution yield (5Y) | 6.08 % | 1.33 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 258 |
Median incremental investment | $993.50 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,315.52 | $2,521.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | SPY | |
|---|---|---|
Pros |
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Cons |
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UMAX | SPY |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |