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Compare ETHI 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 Betashares Global Sustainability Leaders ETF (ETHI) and the Betashares Aus Top 20 Eqy Yield Max Complex ETF (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ETHI | YMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,913 | 83 |
Median incremental investment | $790.50 | $1,080.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $3,295.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | YMAX | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 663.01m 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 | KRW - KOREAN WON (0 %) BROADCOM INC (7.26 %) NVIDIA CORP (6.11 %) | ALL AU 03/19/26 C52 (0 %) AS51 03/19/26 C9225 (0 %) ANZ AU 03/19/26 C42 (0 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | Australia (100.00 %) |
Management fee | 0.59 % | 0.76 % |
Key Summary
ETHI | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.76 % |
Price | $14.78 | $7.48 |
Size | $3.556 billion | $659.221 million |
10Y return | N/A | -18.25 % |
Annual distribution yield (5Y) | 3.51 % | 8.15 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | YMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,913 | 83 |
Median incremental investment | $790.50 | $1,080.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.90 | $3,295.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | YMAX | |
|---|---|---|
Pros |
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Cons |
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ETHI | 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 |
Lower distribution yield | Higher distribution yield |