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Compare UMAX vs. VGAD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are UMAX and VGAD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 623 |
Median incremental investment | $1,000.00 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,023.62 | $10,174.78 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | VGAD | |
|---|---|---|
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 aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | Betashares S&P 500 Yield Maximiser Complex ETF (100 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (73.36 %) Japan (5.42 %) United Kingdom of Great Britain and Northern Ireland (3.70 %) |
Management fee | 0.79 % | 0.21 % |
Key Summary
UMAX | VGAD | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.21 % |
Price | $26.58 | $132.14 |
Size | $305.526 million | $7.303 billion |
10Y return | 57.37 % | 145.48 % |
Annual dividend/ distribution yield (5Y) | 5.49 % | 3.22 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 623 |
Median incremental investment | $1,000.00 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,023.62 | $10,174.78 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | VGAD | |
|---|---|---|
Pros |
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Cons |
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UMAX | VGAD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |