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Compare VTS 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 US Total Market Shares Index ETF (VTS) 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
VTS | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,072 | 46 |
Median incremental investment | $1,293.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,967.60 | $2,584.40 |
Average age group | > 35 | > 35 |
Key Summary
VTS | UMAX | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | 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. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | SPX US 06/20/25 C6085 (0 %) SPX US 06/20/25 C6100 (0 %) SPX US 06/20/25 C6140 (0 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.03 % | 0.79 % |
Key Summary
VTS | UMAX | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.79 % |
Price | $451.60 | $24.85 |
Size | $29.331 million | $265.377 million |
10Y return | 218.41 % | 42.90 % |
Annual distribution yield (5Y) | 1.26 % | 6.08 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | UMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,072 | 46 |
Median incremental investment | $1,293.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,967.60 | $2,584.40 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | UMAX | |
|---|---|---|
Pros |
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Cons |
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VTS | UMAX |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |