Compare AU
Compare DHOF 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 DHOF and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DHOF | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 43 |
Median incremental investment | $6,000.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,532.00 | $3,719.17 |
Average age group | 26 - 35 | > 35 |
Key Summary
DHOF | YMAX | |
|---|---|---|
Strategy | DHOF.AX was created on 2020-03-01 by Daintree Funds. The fund's investment portfolio concentrates primarily on total market equity. The Fund will target a return of 3.5% - 4.5% per annum above the RBA cash rate after fees, with quarterly distributions. | 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 | Daintree Hybrid Opportunities Fund (Managed Fund) (100 %) | ANZ AU 07/18/24 C30 (0 %) ALL AU 07/18/24 C50 (0 %) AS51 07/18/24 C7900 (0 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.65 % | 0.76 % |
Key Summary
DHOF | YMAX | |
|---|---|---|
Issuer | Daintree Funds | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.76 % |
Price | $9.71 | $7.93 |
Size | $26.434 million | $531.143 million |
10Y return | N/A | -28.24 % |
Annual dividend/ distribution yield (5Y) | 2.38 % | 10.30 % |
Market | ASX | ASX |
First listed date | 02/11/2021 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DHOF | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 43 |
Median incremental investment | $6,000.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,532.00 | $3,719.17 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DHOF | YMAX | |
|---|---|---|
Pros |
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Cons |
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DHOF | 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 |