Compare AU

Compare HJHI vs. YMAX

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

Hejaz High Income Active ETF

ASX

Buy

Buy

Overview
Performance

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/β€Šdistribution 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

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

HJHI

YMAX

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

Home