Performance data is updated to 28 February 2026.
BetaShares S&P 500 Yield Maximiser ETF
Earn enhanced income from a diversified portfolio of US shares Earn quarterly income expected to significantly exceed the dividend yield of the underlying share portfolio over the medium term. UMAX seeks to enhance dividend income through what is known as a ‘covered call’ strategy. In one ASX trade, gain exposure to a portfolio of the largest 500 U.S. companies. The additional income generated by UMAX’s strategy may partly offset potential losses in falling markets.
Investment Focus
Themes
Exposure Regions
Portfolio Breakdown
| Sector | % assets |
|---|---|
| Information Technology | 34.4% |
| Financials | 13.4% |
| Communication Services | 10.6% |
| Consumer Discretionary | 10.4% |
| Health Care | 9.6% |
| Industrials | 8.2% |
| Consumer Staples | 4.7% |
| Energy | 2.8% |
| Other | 5.9% |
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Last updated: January 2026
