Compare AU
Compare UMAX vs. VDHG
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 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 | 45 | 9,252 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,306.40 | $2,647.37 |
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 04/17/25 C5840 (0 %) SPX US 04/17/25 C5870 (0 %) ISHARES CORE S&P 500 ETF (97.87 %) | 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 | $24.18 | $64.93 |
Size | $254.928 million | $1.321 million |
10Y return | 41.40 % | 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 | 45 | 9,252 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,306.40 | $2,647.37 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | VDHG | |
|---|---|---|
Pros |
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Cons |
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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 |