Back
Compare AU
Compare UMAX vs. A200
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 (UMAX) and the (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 29 | 3,368 |
Median incremental investment | $994.09 | $1,084.57 |
Median investment frequency | N/A | N/A |
Median total investment | $1,933.75 | $2,536.59 |
Average age group | N/A | N/A |
Key Summary
UMAX | A200 | |
|---|---|---|
Strategy | 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. | A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 2975.21m in AUM and 200 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX. |
Top 3 holdings | SPX US 04/21/23 C4090 (0 %) SPX US 03/17/23 C4205 (0 %) MAY 23 CALLS ON SPX INDEX CALL 4230.00 0.0 19 MAY 23 (0 %) | BHP GROUP LTD (10.26 %) COMMONWEALTH BANK OF AUSTRALIA (7.91 %) CSL LTD (7.07 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (27.20 %) Materials (22.98 %) Health Care (9.84 %) |
Top 3 countries | United States of America (the) (98.97 %) | Australia (96.56 %) New Zealand (1.24 %) Ireland (0.80 %) |
Management fee | N/A | 0.04 % |
Key Summary
UMAX | A200 | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | N/A | 0.04 % |
Price | $21.25 | $120.79 |
Size | N/A | $2.975 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | - % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 29 | 3,368 |
Median incremental investment | $994.09 | $1,084.57 |
Median investment frequency | N/A | N/A |
Median total investment | $1,933.75 | $2,536.59 |
Average age group | N/A | N/A |
Pros and Cons
UMAX | A200 | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UMAX | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |