Compare AU
Compare AYLD 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 Global X S&P/ASX 200 Covered Call ETF (AYLD) 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
AYLD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 50 |
Median incremental investment | $1,211.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,931.90 | $3,997.34 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | YMAX | |
|---|---|---|
Strategy | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 58.55m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index | 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 532.6m 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 (10.80 %) BHP Group Ltd (8.16 %) CSL Ltd (5.20 %) | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) |
Top 3 industries | Financials (55.42 %) Materials (17.31 %) Health Care (10.75 %) | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | Australia (100.00 %) |
Management fee | 0.6 % | 0.76 % |
Key Summary
AYLD | YMAX | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.76 % |
Price | $10.11 | $7.43 |
Size | $59.759 million | $534.635 million |
10Y return | N/A | -33.72 % |
Annual distribution yield (5Y) | 3.70 % | 10.39 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 50 |
Median incremental investment | $1,211.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,931.90 | $3,997.34 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | YMAX | |
|---|---|---|
Pros |
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Cons |
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AYLD | 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 |