Compare AU
Compare HJHI 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 HJHI and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | YMAX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 43 |
Median incremental investment | $518.50 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,081.38 | $3,883.14 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | YMAX | |
---|---|---|
Strategy | HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion. | 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 | Hejaz High Income Active ETF (100 %) | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) |
Top 3 industries | Financials (45.64 %) Materials (18.18 %) Health Care (8.66 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 1.1 % | 0.76 % |
Key Summary
HJHI | YMAX | |
---|---|---|
Issuer | Hejaz | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.76 % |
Price | $1.005 | $7.99 |
Size | N/A | $528.422 million |
10Y return | N/A | -29.04 % |
Annual dividend/βdistribution yield (5Y) | 0.27 % | 10.39 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | YMAX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 43 |
Median incremental investment | $518.50 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,081.38 | $3,883.14 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | YMAX | |
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Pros |
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Cons |
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HJHI | YMAX |
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Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |