Compare AU
Compare ESGI 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 VanEck MSCI International Sustainable Equity ETF (ESGI) 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
ESGI | YMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 50 |
Median incremental investment | $746.69 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.68 | $3,975.82 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | YMAX | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 | ASML Holding NV (5.70 %) Adobe Inc (4.36 %) Novo Nordisk AS Class B (4.31 %) | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) |
Top 3 industries | Information Technology (53.90 %) Health Care (19.13 %) Other (15.14 %) | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | Australia (100.00 %) |
Management fee | 0.55 % | 0.76 % |
Key Summary
ESGI | YMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.76 % |
Price | $35.80 | $7.41 |
Size | $210.541 million | $534.635 million |
10Y return | N/A | -34.13 % |
Annual distribution yield (5Y) | 3.26 % | 10.39 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | YMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 50 |
Median incremental investment | $746.69 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.68 | $3,975.82 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | YMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ESGI | 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 |
Higher distribution yield | Lower distribution yield |