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Compare UMAX vs. VMIN
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 Global Minimum Volatility Active ETF (VMIN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | VMIN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 3 |
Median incremental investment | $1,000.00 | $1,731.33 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,744.32 | $2,087.25 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | VMIN | |
|---|---|---|
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. | VMIN.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. The fund seeks to provide long-term capital appreciation with volatility lower than the FTSE Global All Cap Index (AUD Hedged), before taking into account fees, expenses and tax. |
Top 3 holdings | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) | Cisco Systems Inc./Delaware (1.98 %) Johnson & Johnson (1.96 %) Amdocs Ltd. (1.71 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Health Care (16.03 %) Information Technology (13.81 %) Industrials (13.57 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (59.35 %) United Kingdom of Great Britain and Northern Ireland (5.49 %) India (3.69 %) |
Management fee | 0.79 % | 0.28 % |
Key Summary
UMAX | VMIN | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.28 % |
Price | $24.65 | $63.36 |
Size | $279.926 million | N/A |
10Y return | 52.63 % | N/A |
Annual distribution yield (5Y) | 5.68 % | 6.67 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | VMIN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 3 |
Median incremental investment | $1,000.00 | $1,731.33 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,744.32 | $2,087.25 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | VMIN | |
|---|---|---|
Pros |
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Cons |
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UMAX | VMIN |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |