Compare AU
Compare IBAL 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 iShares Balanced Esg ETF (IBAL) and the BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund) (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 43 |
Median incremental investment | $993.50 | $1,495.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $975.15 | $3,834.54 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | YMAX | |
|---|---|---|
Strategy | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . | 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 | iShares Core MSCI Wld Ex Aus ESG ETF (21.51 %) iShares Core MSCI Australia ESG ETF (19.77 %) iShares Treasury ETF (18.80 %) | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (45.64 %) Materials (18.18 %) Health Care (8.66 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (100.00 %) |
Management fee | 0.22 % | 0.76 % |
Key Summary
IBAL | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.76 % |
Price | $29.55 | $7.89 |
Size | $12.953 million | $528.422 million |
10Y return | N/A | -30.05 % |
Annual distribution yield (5Y) | 1.30 % | 10.39 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 43 |
Median incremental investment | $993.50 | $1,495.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $975.15 | $3,834.54 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | YMAX | |
|---|---|---|
Pros |
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Cons |
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IBAL | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |