Compare AU
Compare UMAX vs. WXOZ
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 SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | WXOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 11 |
Median incremental investment | $993.50 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,606.62 | $2,588.76 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | WXOZ | |
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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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 433.0m in AUM and 783 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | SPX US 02/21/25 C6160 (0 %) ISHARES CORE S&P 500 ETF (98.00 %) USD - UNITED STATES DOLLAR (1.68 %) | Apple Inc (5.39 %) Microsoft Corp (4.38 %) NVIDIA Corp (4.01 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (55.23 %) Communication Services (16.25 %) Consumer Discretionary (9.29 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.79 % | 0.07 % |
Key Summary
UMAX | WXOZ | |
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Issuer | BetaShares | SPDR |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.07 % |
Price | $27.73 | $50.76 |
Size | $266.179 million | $437.861 million |
10Y return | 62.07 % | 105.92 % |
Annual distribution yield (5Y) | 6.14 % | 5.73 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | WXOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 11 |
Median incremental investment | $993.50 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,606.62 | $2,588.76 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | WXOZ | |
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Pros |
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Cons |
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UMAX | WXOZ |
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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 |