Compare AU
Compare AQLT 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 Betashares Australian Quality ETF (AQLT) and the Betashares Aus Top 20 Eqy Yield Max Complex ETF (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AQLT | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 55 |
Median incremental investment | $2,293.50 | $1,500.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,208.12 | $4,241.16 |
Average age group | > 35 | > 35 |
Key Summary
AQLT | YMAX | |
|---|---|---|
Strategy | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 446.41m in AUM and 39 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. | 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 539.98m 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 | SPI 200 FUTURES JUN25 (0 %) TELSTRA GROUP LTD (7.83 %) COMMONWEALTH BANK OF AUSTRALIA (7.48 %) | 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 (39.12 %) Materials (12.41 %) Consumer Discretionary (10.53 %) | Financials (45.95 %) Materials (17.79 %) Consumer Discretionary (8.56 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | Australia (100.00 %) |
Management fee | 0.35 % | 0.76 % |
Key Summary
AQLT | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.76 % |
Price | $31.29 | $7.56 |
Size | $463.114 million | $545.784 million |
10Y return | N/A | -28.68 % |
Annual distribution yield (5Y) | 2.46 % | 10.21 % |
Market | ASX | ASX |
First listed date | 05/04/2022 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AQLT | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 55 |
Median incremental investment | $2,293.50 | $1,500.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,208.12 | $4,241.16 |
Average age group | > 35 | > 35 |
Pros and Cons
AQLT | YMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AQLT | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |