Compare AU
Compare ALFA 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, shares and ETFs are a popular choice. Two options in the ASX are ALFA and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 55 |
Median incremental investment | $1,008.50 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,233.81 | $4,173.84 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | YMAX | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 502.24m in AUM and 20 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 | VanEck Australian Long Short Complex ETF (100 %) | ANZE AU 05/15/25 C28.01 (0 %) ALL AU 05/15/25 C67 (0 %) ANZE AU 05/15/25 C28.51 (0 %) |
Top 3 industries | Financials (46.48 %) Materials (18.03 %) Consumer Discretionary (8.25 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.39 % | 0.76 % |
Key Summary
ALFA | YMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.76 % |
Price | $19.43 | $7.44 |
Size | $9.102 million | $522.921 million |
10Y return | N/A | -34.28 % |
Annual dividend/ distribution yield (5Y) | - % | 10.21 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 55 |
Median incremental investment | $1,008.50 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,233.81 | $4,173.84 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | YMAX | |
|---|---|---|
Pros |
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Cons |
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ALFA | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |