Compare AU

Compare ESTX vs. YMAX

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X Euro Stoxx 50 ETF

ASX

Buy

Buy

Overview
Performance

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 Euro Stoxx 50 ETF (ESTX) 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

ESTX

YMAX

Popularity

Low

Low

Pearlers invested

67

44

Median incremental investment

$1,008.51

$1,497.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,908.20

$3,746.61

Average age group

> 35

> 35


Key Summary

ESTX

YMAX

Strategy

ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights.

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

ASML Holding NV (8.06 %)

SAP SE (7.33 %)

Lvmh Moet Hennessy Louis Vuitton SE (4.61 %)

ANZ AU 02/20/25 C31 (0 %)

ALL AU 02/20/25 C75 (0 %)

AS51 02/20/25 C8500 (0 %)

Top 3 industries

Information Technology (33.44 %)

Industrials (24.08 %)

Consumer Discretionary (12.19 %)

Financials (45.64 %)

Materials (18.18 %)

Health Care (8.66 %)

Top 3 countries

France (36.93 %)

Germany (27.26 %)

Netherlands (16.92 %)

Australia (100.00 %)

Management fee

0.35 %

0.76 %


Key Summary

ESTX

YMAX

Issuer

ETFS

BetaShares

Tracking index

Euro STOXX 50

Asset class

ETF

ETF

Management fee

0.35 %

0.76 %

Price

$96.94

$7.98

Size

$174.606 million

$528.422 million

10Y return

N/A

-29.13 %

Annual distribution yield (5Y)

3.24 %

10.39 %

Market

ASX

ASX

First listed date

21/07/2016

26/11/2012

Purchase fee

$6.50

$6.50


Community Stats

ESTX

YMAX

Popularity

Low

Low

Pearlers invested

67

44

Median incremental investment

$1,008.51

$1,497.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,908.20

$3,746.61

Average age group

> 35

> 35


Pros and Cons

ESTX

YMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

ESTX

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

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