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Compare UMAX vs. SPY

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

Betashares S&P 500 Yield Maximiser Complex ETF

ASX

Buy

Buy

SPDR S&P 500 ETF

ASX

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 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

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

UMAX

SPY

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield