Compare AU
Compare IHCB 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 Core Global Corporate Bond(Aud Hedged) ETF (IHCB) 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
IHCB | YMAX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 44 |
Median incremental investment | $2,790.50 | $1,497.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,105.13 | $3,737.22 |
Average age group | 26 - 35 | > 35 |
Key Summary
IHCB | YMAX | |
---|---|---|
Strategy | IHCB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market. | 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 535.35m in AUM and 20 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 | ISH GLBL CRP BND ETF USD DIST (99.28 %) USD/AUD (0.33 %) AUD CASH (0.29 %) | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) |
Top 3 industries | Other (82.47 %) Communication Services (0.00 %) | Financials (45.42 %) Materials (18.60 %) Health Care (8.48 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.27 % | 0.76 % |
Key Summary
IHCB | YMAX | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.76 % |
Price | $92.25 | $7.96 |
Size | $316.218 million | $542.712 million |
10Y return | N/A | -28.93 % |
Annual distribution yield (5Y) | 3.35 % | 10.39 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHCB | YMAX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 44 |
Median incremental investment | $2,790.50 | $1,497.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,105.13 | $3,737.22 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IHCB | YMAX | |
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Pros |
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Cons |
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IHCB | YMAX |
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Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |