Compare AU

Compare AESG vs. YMAX

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Global Aggregate Bond Esg (Aud Hedged) ETF

ASX

Buy

Buy

Overview
Performance

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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund) (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AESG

YMAX

Popularity

Low

Low

Pearlers invested

1

42

Median incremental investment

$1,993.50

$1,499.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,109.28

$3,103.44

Average age group

> 35

> 35


Key Summary

AESG

YMAX

Strategy

AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging).

YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 519.03m in AUM and 19 holdings. YMAX.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 the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an index.

Top 3 holdings

iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %)

ANZ AU 07/18/24 C30 (0 %)

ALL AU 07/18/24 C50 (0 %)

AS51 07/18/24 C7900 (0 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.19 %

0.76 %


Key Summary

AESG

YMAX

Issuer

iShares

BetaShares

Tracking index

Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.19 %

0.76 %

Price

$97.84

$8.04

Size

$83.454 million

$529.981 million

10Y return

N/A

-27.17 %

Annual distribution yield (5Y)

0.84 %

10.30 %

Market

ASX

ASX

First listed date

10/08/2022

26/11/2012

Purchase fee

$6.50

$6.50


Community Stats

AESG

YMAX

Popularity

Low

Low

Pearlers invested

1

42

Median incremental investment

$1,993.50

$1,499.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,109.28

$3,103.44

Average age group

> 35

> 35


Pros and Cons

AESG

YMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

AESG

YMAX

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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