Compare AU
Compare UMAX vs. VGE
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 Fund (Managed Fund) (UMAX) and the Vanguard FTSE Emerging Markets Shares ETF (VGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | VGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 951 |
Median incremental investment | $993.50 | $1,098.12 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $3,140.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | VGE | |
|---|---|---|
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 FTSE Emerging Markets Shares ETF seeks to follow the performance of the FTSE Emerging Markets All Cap China A Inclusion Index in Australian dollars before considering fees, expenses, and tax. It tracks the index's performance with dividends reinvested. |
Top 3 holdings | SPX US 03/21/25 C6000 (0 %) SPX US 03/21/25 C6110 (0 %) SPX US 03/21/25 C6160 (0 %) | Taiwan Semiconductor Manufacturing Co. Ltd. (4.80 %) Tencent Holdings Ltd. (3.68 %) Alibaba Group Holding Ltd. (2.83 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (18.89 %) Financials (15.91 %) Information Technology (14.87 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | China (28.87 %) India (24.00 %) Taiwan (19.40 %) |
Management fee | 0.79 % | 0.48 % |
Key Summary
UMAX | VGE | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | FTSE Custom Emerging Markets All Cap China A Inclusion Index | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.48 % |
Price | $25.50 | $78.50 |
Size | $275.492 million | N/A |
10Y return | 48.26 % | 36.24 % |
Annual distribution yield (5Y) | 6.14 % | 2.45 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 21/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | VGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 951 |
Median incremental investment | $993.50 | $1,098.12 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $3,140.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | VGE | |
|---|---|---|
Pros |
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Cons |
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UMAX | VGE |
|---|---|
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 |