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Compare AU
Compare VHY 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 Australian Shares High Yield ETF (VHY) 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
VHY | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,719 | 45 |
Median incremental investment | $1,008.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,349.80 | $2,757.70 |
Average age group | > 35 | > 35 |
Key Summary
VHY | UMAX | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.25 % | 0.79 % |
Key Summary
VHY | UMAX | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.79 % |
Price | $75.71 | $25.30 |
Size | N/A | $267.260 million |
10Y return | 14.33 % | 45.65 % |
Annual distribution yield (5Y) | 4.95 % | 5.72 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,719 | 45 |
Median incremental investment | $1,008.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,349.80 | $2,757.70 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | UMAX | |
|---|---|---|
Pros |
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Cons |
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VHY | 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 |