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Compare UMAX vs. TECH

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

Betashares S&P 500 Yield Maximiser Complex ETF

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 Complex ETF (UMAX) and the Global X Morningstar Global Technology ETF (TECH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

TECH

Popularity

Low

Low

Pearlers invested

45

177

Median incremental investment

$993.50

$714.05

Median investment frequency

Monthly

Monthly

Median total investment

$2,305.92

$1,919.00

Average age group

> 35

> 35


Key Summary

UMAX

TECH

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.

The Global X Morningstar Global Technology ETF (TECH: ASX) seeks to track the performance of the Morningstar Developed Markets Technology Moat Focus Index before considering any fees, expenses, or taxes.

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 %)

Sony Group Corp (4.68 %)

Adyen NV (4.58 %)

Microsoft Corp (4.25 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Information Technology (59.36 %)

Industrials (16.19 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

United States (76.16 %)

Netherlands (7.48 %)

Japan (5.55 %)

Management fee

0.79 %

0.45 %


Key Summary

UMAX

TECH

Issuer

BetaShares

Global X

Tracking index

Morningstar Developed Markets Technology Moat Focus Index - USD

Asset class

ETF

ETF

Management fee

0.79 %

0.45 %

Price

$24.02

$95.95

Size

$254.928 million

$311.519 million

10Y return

39.57 %

N/A

Annual distribution yield (5Y)

6.08 %

7.45 %

Market

ASX

ASX

First listed date

19/09/2014

11/04/2017

Purchase fee

$6.50

$6.50


Community Stats

UMAX

TECH

Popularity

Low

Low

Pearlers invested

45

177

Median incremental investment

$993.50

$714.05

Median investment frequency

Monthly

Monthly

Median total investment

$2,305.92

$1,919.00

Average age group

> 35

> 35


Pros and Cons

UMAX

TECH

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

UMAX

TECH

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield