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Compare UMAX vs. XALG
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 Alphinity Global Equity Fund - Active ETF (XALG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 2 |
Median incremental investment | $1,000.00 | $751.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,674.18 | $5,736.45 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | XALG | |
|---|---|---|
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. | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. |
Top 3 holdings | SPX US 05/15/26 C7315 (0 %) ISHARES CORE S&P 500 ETF (99.33 %) AUD - AUSTRALIA DOLLAR (0.64 %) | Microsoft Corp (5.67 %) JPMorgan Chase & Co (5.41 %) AstraZeneca PLC (5.32 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) |
Management fee | 0.79 % | 0.75 % |
Key Summary
UMAX | XALG | |
|---|---|---|
Issuer | BetaShares | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.75 % |
Price | $25.13 | $10.02 |
Size | $283.347 million | N/A |
10Y return | 48.26 % | N/A |
Annual distribution yield (5Y) | 5.59 % | 6.26 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | XALG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 2 |
Median incremental investment | $1,000.00 | $751.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,674.18 | $5,736.45 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | XALG | |
|---|---|---|
Pros |
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Cons |
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UMAX | XALG |
|---|---|
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 |