Compare AU

Compare WXOZ vs. UMAX

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

SPDR S&P World Ex Australia Carbon Control Fund

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 SPDR S&P World Ex Australia Carbon Control Fund (WXOZ) 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

WXOZ

UMAX

Popularity

Low

Low

Pearlers invested

11

43

Median incremental investment

$1,190.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,513.28

$2,594.40

Average age group

> 35

> 35


Key Summary

WXOZ

UMAX

Strategy

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

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 (6.14 %)

Microsoft Corp (4.81 %)

NVIDIA Corp (4.51 %)

SPX US 07/19/24 C5585 (0 %)

ISHARES CORE S&P 500 ETF (98.50 %)

AUD - AUSTRALIA DOLLAR (1.33 %)

Top 3 industries

Information Technology (57.87 %)

Communication Services (14.35 %)

Consumer Discretionary (10.59 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.07 %

0.79 %


Key Summary

WXOZ

UMAX

Issuer

SPDR

BetaShares

Tracking index

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.79 %

Price

$49.28

$27.60

Size

$428.821 million

$255.387 million

10Y return

111.87 %

65.17 %

Annual distribution yield (5Y)

5.73 %

6.16 %

Market

ASX

ASX

First listed date

19/03/2013

19/09/2014

Purchase fee

$6.50

$6.50


Community Stats

WXOZ

UMAX

Popularity

Low

Low

Pearlers invested

11

43

Median incremental investment

$1,190.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,513.28

$2,594.40

Average age group

> 35

> 35


Pros and Cons

WXOZ

UMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

WXOZ

UMAX

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

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