Compare AU
Compare AUMF 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 Edge MSCI Australia Multifactor ETF (AUMF) 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
AUMF | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 56 |
Median incremental investment | $141.48 | $1,500.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,495.68 | $4,137.74 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | YMAX | |
|---|---|---|
Strategy | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 90.31m in AUM and 119 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. | 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 | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) | 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 (27.16 %) Materials (20.85 %) Industrials (11.08 %) | Financials (46.37 %) Materials (17.71 %) Consumer Discretionary (8.39 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | Australia (100.00 %) |
Management fee | 0.3 % | 0.76 % |
Key Summary
AUMF | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.76 % |
Price | $36.67 | $7.56 |
Size | $90.063 million | $537.831 million |
10Y return | N/A | -28.68 % |
Annual distribution yield (5Y) | 5.35 % | 10.21 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 56 |
Median incremental investment | $141.48 | $1,500.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,495.68 | $4,137.74 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | YMAX | |
|---|---|---|
Pros |
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Cons |
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AUMF | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |