Compare AU

Compare UMAX vs. SWTZ

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

Performance

Price History

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Performance graph isn't available yet for this share

1M

1Y

10Y

No Dividends

Dividends Reinvested

Dividends Not Reinvested


Historical returns

UMAX

SWTZ

Last EOD price

$27.60

$2.46

YTD return

29.52 %

-5.21 %

1 month return

4.86 %

-3.35 %

12 month return

29.88 %

-5.21 %

10 years return

65.17 %

N/A

10Y distribution return

112.60 %

32.12 %


Distribution comparisons between UMAX and SWTZ

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Key differences

  • โ€ข

    SWTZ has a higher distribution yield than UMAX

UMAX

SWTZ

Most recent distribution payout

$0.295

$0.013

Most recent payout date

16/10/2024

20/12/2024

Distribution frequency

Quarterly

Monthly

Most recent distribution franked percentage estimate

N/A

100.00 %

12 months distribution yield

4.75 %

10.45 %

Average distribution payout

$0.281

$0.027

Average distribution yield per year

4.81 %

6.79 %

Average distribution franked percentage estimate

N/A

91.67 %

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