Back
Compare AU
Compare UMAX vs. WXHG
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 State Street SPDR S&P World Ex Aus Carbon Aware (Hedged) ETF (WXHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | WXHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 13 |
Median incremental investment | $1,000.00 | $688.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,984.56 | $4,640.70 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | WXHG | |
|---|---|---|
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. | WXHG.AX was created on 2013-07-08 by State Street . The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index. |
Top 3 holdings | SPX US 05/15/26 C7315 (0 %) ISHARES CORE S&P 500 ETF (99.33 %) AUD - AUSTRALIA DOLLAR (0.64 %) | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.85 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (65.09 %) Japan (8.74 %) United Kingdom of Great Britain and Northern Ireland (4.66 %) |
Management fee | 0.79 % | 0.1 % |
Key Summary
UMAX | WXHG | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.1 % |
Price | $25.70 | $29.72 |
Size | $294.533 million | $415.515 million |
10Y return | 50.62 % | 62.23 % |
Annual distribution yield (5Y) | 5.56 % | 9.66 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 09/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | WXHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 13 |
Median incremental investment | $1,000.00 | $688.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,984.56 | $4,640.70 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | WXHG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UMAX | WXHG |
|---|---|
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 |