Compare AU
Compare ERTH 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 Betashares Climate Change Innovation ETF (ERTH) 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
ERTH | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 350 | 46 |
Median incremental investment | $605.82 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $927.35 | $2,403.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
ERTH | UMAX | |
|---|---|---|
Strategy | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. | 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 | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) | SPX US 05/16/25 C5525 (0 %) ISHARES CORE S&P 500 ETF (97.21 %) USD - UNITED STATES DOLLAR (2.55 %) |
Top 3 industries | Other (62.93 %) Information Technology (11.94 %) Industrials (10.28 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.55 % | 0.79 % |
Key Summary
ERTH | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.79 % |
Price | $8.92 | $24.88 |
Size | $82.426 million | $256.468 million |
10Y return | N/A | 46.44 % |
Annual distribution yield (5Y) | 0.60 % | 6.08 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 350 | 46 |
Median incremental investment | $605.82 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $927.35 | $2,403.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ERTH | UMAX | |
|---|---|---|
Pros |
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Cons |
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ERTH | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |