Compare AU
Compare FLOT 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 FLOT and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FLOT | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 43 |
Median incremental investment | $2,169.28 | $1,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,594.96 | $3,719.17 |
Average age group | > 35 | > 35 |
Key Summary
FLOT | YMAX | |
|---|---|---|
Strategy | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. | 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 | VanEck Australian Floating Rate ETF (100 %) | ANZ AU 01/16/25 C29.5 (0 %) ALL AU 01/16/25 C71 (0 %) AS51 01/16/25 C8325 (0 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.22 % | 0.76 % |
Key Summary
FLOT | YMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.76 % |
Price | $24.99 | $7.93 |
Size | $746.843 million | $531.143 million |
10Y return | N/A | -28.24 % |
Annual dividend/ distribution yield (5Y) | 2.60 % | 10.30 % |
Market | ASX | ASX |
First listed date | 07/07/2017 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FLOT | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 43 |
Median incremental investment | $2,169.28 | $1,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,594.96 | $3,719.17 |
Average age group | > 35 | > 35 |
Pros and Cons
FLOT | YMAX | |
|---|---|---|
Pros |
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Cons |
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FLOT | 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 |