Compare AU
Compare UMAX vs. WEMG
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 SPDR S&P Emerging Markets Carbon Aware ETF (WEMG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | WEMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 5 |
Median incremental investment | $993.50 | $3,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,418.98 | $7,971.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | WEMG | |
|---|---|---|
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. | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.72m in AUM and 1065 holdings. The SPDR S&P Emerging Markets Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Emerging LargeMidCap Carbon Aware Index. |
Top 3 holdings | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) | Taiwan Semiconductor Manufacturing Co Ltd (7.97 %) Alibaba Group Holding Ltd Ordinary Shares (3.51 %) HDFC Bank Ltd (1.56 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (37.90 %) Other (36.57 %) Financials (13.92 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | China (30.97 %) Taiwan (23.47 %) India (20.15 %) |
Management fee | 0.79 % | 0.35 % |
Key Summary
UMAX | WEMG | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P Emerging LargeMidCap AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.35 % |
Price | $24.81 | $26.57 |
Size | $256.468 million | $22.555 million |
10Y return | 46.03 % | 38.39 % |
Annual distribution yield (5Y) | 6.08 % | 2.46 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | WEMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 5 |
Median incremental investment | $993.50 | $3,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,418.98 | $7,971.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | WEMG | |
|---|---|---|
Pros |
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Cons |
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UMAX | WEMG |
|---|---|
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 |