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Compare ATEC 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 S&P/ASX Australian Technology ETF (ATEC) 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
ATEC | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 441 | 94 |
Median incremental investment | $1,006.53 | $1,036.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,323.58 | $3,684.46 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | YMAX | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 572.44m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | 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 680.38m 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 | COMPUTERSHARE LTD (11.22 %) XERO LTD (9.22 %) NEXTDC LTD (8.40 %) | ALL AU 08/20/26 C66 (0 %) AS51 08/20/26 C9000 (0 %) ANZ AU 08/20/26 C38 (0 %) |
Top 3 industries | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (91.74 %) United States (7.16 %) New Zealand (0.73 %) | Australia (100.00 %) |
Management fee | 0.48 % | 0.76 % |
Key Summary
ATEC | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.76 % |
Price | $24.04 | $7.62 |
Size | $638.424 million | $692.386 million |
10Y return | N/A | -17.26 % |
Annual distribution yield (5Y) | 1.31 % | 7.94 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 441 | 94 |
Median incremental investment | $1,006.53 | $1,036.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,323.58 | $3,684.46 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | YMAX | |
|---|---|---|
Pros |
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Cons |
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ATEC | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |