Compare AU
Compare BANK 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 BANK and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BANK | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 43 |
Median incremental investment | $998.75 | $1,499.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,001.00 | $3,620.68 |
Average age group | > 35 | > 35 |
Key Summary
BANK | YMAX | |
|---|---|---|
Strategy | BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index. | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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 | Global X Australian Bank Credit ETF (100 %) | WOW AU 01/16/25 C31.14 (0 %) WES AU 01/16/25 C75 (0 %) ALL AU 01/16/25 C71 (0 %) |
Top 3 industries | Financials (44.52 %) Materials (18.63 %) Health Care (9.02 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.25 % | 0.76 % |
Key Summary
BANK | YMAX | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.76 % |
Price | $10.01 | $7.72 |
Size | $41.503 million | $535.573 million |
10Y return | N/A | -27.65 % |
Annual dividend/ distribution yield (5Y) | 0.44 % | 10.86 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BANK | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 43 |
Median incremental investment | $998.75 | $1,499.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,001.00 | $3,620.68 |
Average age group | > 35 | > 35 |
Pros and Cons
BANK | YMAX | |
|---|---|---|
Pros |
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Cons |
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BANK | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |