Compare AU

Compare VDHG vs. UMAX

Compare shares and ETFs on the ASX that you can trade on Pearler.

Vanguard Diversified High Growth Funds

ASX

Buy

Buy

Overview
Performance

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 Funds (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

8,774

44

Median incremental investment

$1,000.00

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,832.98

$2,583.12

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 doesnโ€™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 02/21/25 C6160 (0 %)

ISHARES CORE S&P 500 ETF (98.02 %)

USD - UNITED STATES DOLLAR (1.66 %)

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

$69.95

$27.48

Size

$1.321 million

$260.470 million

10Y return

N/A

63.38 %

Annual distribution yield (5Y)

5.57 %

6.14 %

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

8,774

44

Median incremental investment

$1,000.00

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,832.98

$2,583.12

Average age group

26 - 35

> 35


Pros and Cons

VDHG

UMAX

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

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

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