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Mutual Funds & ETFs

Income on Top of the Index: How Betashares UMAX (ASX:UMAX) Is Designed

Key HighlightsBetashares S&P 500 Yield Maximiser Complex ETF (ASX:UMAX) aims to provide S&P 500 exposure with regular income above the dividend yield of the stocks alone.The portfolio is held through iShares Core S&P 500 ETF, which represents 100.00% of assets.The fund has a management …

Sonal Goyal | 28 October 2026

Inflation-Linked Treasuries: What Sits Inside Betashares UTIP (ASX:UTIP)

Key HighlightsBetashares Inflation Protected US Treasury Bond Currency Hedged ETF (ASX:UTIP) aims to track a hedged index of inflation-linked US Treasury bonds.The fund holds 48 holdings, with United States Treasury Notes 1.875% the largest position at 4.05%.The fund has a management fee of 0.22% …

Sonal Goyal | 28 October 2026

Selling Calls on the S&P 500: How Global X UYLD (ASX:UYLD) Works

Key HighlightsGlobal X S&P 500 Covered Call Complex ETF (ASX:UYLD) aims to track the Cboe S&P 500 BuyWrite Index.The fund holds 506 holdings, with NVIDIA Corporation the largest position at 8.47%.The fund has a management fee of 0.60% and a fund size of $16.96 …

Sonal Goyal | 28 October 2026

Banks, Miners and a Screen: The Weightings in Vanguard VETH (ASX:VETH)

Key HighlightsVanguard Ethically Conscious Australian Shares ETF (ASX:VETH) aims to hold or be exposed to most of the securities in its ethically screened Australian index.The fund holds 232 companies, with Commonwealth Bank of Australia the largest position at 11.08%.The fund has a management fee …

Sonal Goyal | 28 October 2026

Smaller Companies, Wider Net: Vanguard VSO (ASX:VSO) and 193 ASX Small Caps

Key HighlightsVanguard MSCI Australian Small Companies Index ETF (ASX:VSO) aims to track a small capitalisation index of smaller companies on the Australian equity market.The fund holds 193 companies, with BlueScope Steel Limited the largest position at 2.43%.The fund has a management fee of 0.30% …

Sonal Goyal | 28 October 2026

The Whole Market in One Fund: VTS (ASX:VTS) and 3,505 US Stocks

Key HighlightsVanguard US Total Market Shares Index ETF (ASX:VTS) aims to track the performance of the overall US stock market.The fund holds 3,505 holdings, with NVIDIA Corporation the largest position at 6.89%.The fund has a management fee of 0.03% and a fund size of …

Sonal Goyal | 28 October 2026

Largest and Most Liquid: A Look at ETFS US Technology ETF (ASX:WWWW)

Key HighlightsETFS US Technology ETF (ASX:WWWW) aims to give exposure to the largest and most liquid US technology companies.The fund was admitted to the ASX on 20 November 2025 and is categorised as Equity North America.The fund has a management fee of 0.17%.As of …

Sonal Goyal | 28 October 2026

Defensive Tilt: The Sectors Behind Global X ZYUS (ASX:ZYUS)

Key HighlightsGlobal X S&P 500 High Yield Low Volatility ETF (ASX:ZYUS) aims to track the S&P 500 Low Volatility High Dividend Index.The fund holds 50 holdings, with Pfizer Inc. the largest position at 3.81%.The fund has a management fee of 0.35% and a fund …

Sonal Goyal | 28 October 2026

What Does Global X Battery Tech & Lithium ETF (ASX:ACDC) Hold Across the Battery Value Chain?

The Solactive Battery Value-Chain Index aims to track a basket of stocks of companies that provide certain electro-chemical energy storage technology, such as battery technology, and mining companies that produce metals primarily used for manufacturing batteries. The fund is categorised as Equity World Other.

Sonal Goyal | 28 October 2026

What Bank Hybrid Securities Sit Inside Betashares Australian Major Bank Hybrids Index ETF (ASX:BHYB)?

The fund is categorised as Unconstrained Fixed Income, a category with broad scope to build a portfolio with little reference to traditional bond indices, and which can include hybrid securities among a mix of other investments. BHYB focuses on preferred shares and hybrid securities …

Sonal Goyal | 28 October 2026
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