Compare AU
Compare UMAX vs. ZYAU
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 Global X S&P/ASX 200 High Dividend ETF (ZYAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 96 |
Median incremental investment | $993.50 | $663.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $1,382.70 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | ZYAU | |
|---|---|---|
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. | ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend Index. |
Top 3 holdings | SPX US 03/21/25 C6000 (0 %) SPX US 03/21/25 C6110 (0 %) SPX US 03/21/25 C6160 (0 %) | ANZ Group Holdings Ltd (10.14 %) BHP Group Ltd (10.06 %) Westpac Banking Corp (9.92 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (45.71 %) Materials (28.97 %) Other (11.25 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (98.04 %) United Kingdom of Great Britain and Northern Ireland (1.29 %) New Zealand (0.67 %) |
Management fee | 0.79 % | 0.24 % |
Key Summary
UMAX | ZYAU | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.24 % |
Price | $25.50 | $8.38 |
Size | $275.492 million | $73.696 million |
10Y return | 48.26 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 6.79 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 96 |
Median incremental investment | $993.50 | $663.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $1,382.70 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | ZYAU | |
|---|---|---|
Pros |
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Cons |
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UMAX | ZYAU |
|---|---|
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 |