Compare AU
Compare VVLU 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 Global Value Equity Active ETF (VVLU) 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
VVLU | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 60 | 45 |
Median incremental investment | $2,030.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,232.43 | $2,315.52 |
Average age group | > 35 | > 35 |
Key Summary
VVLU | UMAX | |
|---|---|---|
Strategy | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics | 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 | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) | SPX US 04/17/25 C5840 (0 %) SPX US 04/17/25 C5870 (0 %) ISHARES CORE S&P 500 ETF (97.87 %) |
Top 3 industries | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (68.77 %) Japan (6.48 %) United Kingdom of Great Britain and Northern Ireland (4.51 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.28 % | 0.79 % |
Key Summary
VVLU | UMAX | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.79 % |
Price | $67.39 | $24.12 |
Size | N/A | $254.928 million |
10Y return | N/A | 41.47 % |
Annual distribution yield (5Y) | 4.17 % | 6.08 % |
Market | ASX | ASX |
First listed date | 17/04/2018 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VVLU | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 60 | 45 |
Median incremental investment | $2,030.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,232.43 | $2,315.52 |
Average age group | > 35 | > 35 |
Pros and Cons
VVLU | UMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VVLU | 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 |