Compare AU
Compare AESG vs. YMAX
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 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 |
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Cons |
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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 |