Back
Compare AU
Compare FIIN 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 Fidelity India Active ETF (FIIN) 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
FIIN | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 85 |
Median incremental investment | $697.34 | $1,180.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,199.90 | $2,741.69 |
Average age group | 26 - 35 | > 35 |
Key Summary
FIIN | YMAX | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | 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 629.24m in AUM and 21 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 | ICICI Bank Ltd (9.53 %) HDFC Bank Ltd (6.37 %) Axis Bank Ltd (3.97 %) | ALL AU 02/19/26 C60 (0 %) ANZ AU 02/19/26 C38.5 (0 %) AS51 02/19/26 C9025 (0 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | India (97.30 %) United States (2.70 %) | Australia (100.00 %) |
Management fee | 1.2 % | 0.76 % |
Key Summary
FIIN | YMAX | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.76 % |
Price | $8.45 | $7.39 |
Size | $6.544 million | $624.409 million |
10Y return | N/A | -17.52 % |
Annual distribution yield (5Y) | 8.42 % | 8.32 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 85 |
Median incremental investment | $697.34 | $1,180.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,199.90 | $2,741.69 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FIIN | YMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FIIN | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |