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Compare VESG 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 Ethically Conscious International Shares Index ETF (VESG) 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
VESG | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,731 | 51 |
Median incremental investment | $990.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,963.80 | $4,519.55 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | UMAX | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | 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 | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (73.05 %) Japan (6.22 %) Switzerland (2.78 %) | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) |
Management fee | 0.18 % | 0.79 % |
Key Summary
VESG | UMAX | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.79 % |
Price | $102.20 | $24.43 |
Size | N/A | $285.503 million |
10Y return | N/A | 47.17 % |
Annual distribution yield (5Y) | 1.61 % | 5.68 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,731 | 51 |
Median incremental investment | $990.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,963.80 | $4,519.55 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | UMAX | |
|---|---|---|
Pros |
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Cons |
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VESG | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |