Compare AU
Compare WXOZ 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 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 |
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Cons |
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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 |