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Compare UMAX vs. VDHG

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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UMAX

VDHG

Popularity

Low

Medium

Pearlers invested

44

9,307

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,354.08

$2,739.62

Average age group

> 35

26 - 35


Key Summary

UMAX

VDHG

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.

Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

Top 3 holdings

SPX US 05/16/25 C5525 (0 %)

ISHARES CORE S&P 500 ETF (97.21 %)

USD - UNITED STATES DOLLAR (2.55 %)

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

Management fee

0.79 %

0.27 %


Key Summary

UMAX

VDHG

Issuer

BetaShares

Vanguard

Tracking index

A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A

Asset class

ETF

ETF

Management fee

0.79 %

0.27 %

Price

$24.65

$66.82

Size

$248.027 million

$1.321 million

10Y return

44.91 %

N/A

Annual distribution yield (5Y)

6.08 %

5.66 %

Market

ASX

ASX

First listed date

19/09/2014

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

UMAX

VDHG

Popularity

Low

Medium

Pearlers invested

44

9,307

Median incremental investment

$993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,354.08

$2,739.62

Average age group

> 35

26 - 35


Pros and Cons

UMAX

VDHG

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

UMAX

VDHG

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield