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Compare HQUS 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 S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 85 |
Median incremental investment | $4,993.50 | $1,195.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,062.15 | $3,002.94 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | YMAX | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 | BetaShares S&P 500 Equal Weight ETF (100.00 %) | QBE AU 02/19/26 C20.5 (0 %) NAB AU 02/19/26 C44 (0 %) COL AU 02/19/26 C22 (0 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.29 % | 0.76 % |
Key Summary
HQUS | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.76 % |
Price | $47.79 | $7.47 |
Size | N/A | $635.764 million |
10Y return | N/A | -15.11 % |
Annual distribution yield (5Y) | 1.68 % | 8.30 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 85 |
Median incremental investment | $4,993.50 | $1,195.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,062.15 | $3,002.94 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | YMAX | |
|---|---|---|
Pros |
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Cons |
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HQUS | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |