Back
Compare AU
Compare VBTC vs. UMAX
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 VanEck Bitcoin ETF (VBTC) and the Betashares S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VBTC | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 436 | 47 |
Median incremental investment | $1,077.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,542.41 | $3,896.15 |
Average age group | > 35 | > 35 |
Key Summary
VBTC | UMAX | |
|---|---|---|
Strategy | VBTC.AX was created on 2024-06-18 by VanEck. The fund's investment portfolio concentrates primarily on long btc, short usd currency. The fund aims to provide a return that tracks the performance of the price of Bitcoin, before fees and other costs. | 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. |
Top 3 holdings | VanEck Bitcoin ETF (99.99 %) | SPX US 09/19/25 C6615 (0 %) ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.59 % | 0.79 % |
Key Summary
VBTC | UMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MarketVector Bitcoin Benchmark Rate - USD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.79 % |
Price | $31.98 | $26.87 |
Size | $356.058 million | $294.748 million |
10Y return | N/A | 45.24 % |
Annual distribution yield (5Y) | - % | 5.84 % |
Market | ASX | ASX |
First listed date | 19/06/2024 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VBTC | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 436 | 47 |
Median incremental investment | $1,077.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,542.41 | $3,896.15 |
Average age group | > 35 | > 35 |
Pros and Cons
VBTC | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VBTC | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |