Compare AU
Compare VDHG 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 Vanguard Diversified High Growth Index ETF (VDHG) and the BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDHG | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 8,653 | 43 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,798.25 | $2,538.94 |
Average age group | 26 - 35 | > 35 |
Key Summary
VDHG | UMAX | |
|---|---|---|
Strategy | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. | 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 | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) | SPX US 01/17/25 C6090 (0 %) ISHARES CORE S&P 500 ETF (97.18 %) AUD - AUSTRALIA DOLLAR (1.57 %) |
Top 3 industries | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.27 % | 0.79 % |
Key Summary
VDHG | UMAX | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A | |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.79 % |
Price | $68.27 | $26.96 |
Size | $1.321 million | $259.397 million |
10Y return | N/A | 72.16 % |
Annual distribution yield (5Y) | 5.71 % | 6.42 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDHG | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 8,653 | 43 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,798.25 | $2,538.94 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VDHG | UMAX | |
|---|---|---|
Pros |
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Cons |
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VDHG | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |