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Compare INCM 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 Global High Dividend Aristocrat ETF (INCM) 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
INCM | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 90 |
Median incremental investment | $893.50 | $1,034.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,546.07 | $3,384.19 |
Average age group | > 35 | > 35 |
Key Summary
INCM | YMAX | |
|---|---|---|
Strategy | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. | 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 | MSCI WORLD INDEX DEC26 (0 %) KRW - KOREAN WON (0 %) MICROSOFT CORP (7.84 %) | ALL AU 10/15/26 C64 (0 %) ANZ AU 10/15/26 C39 (0 %) AS51 10/15/26 C8925 (0 %) |
Top 3 industries | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | Australia (100.00 %) |
Management fee | 0.45 % | 0.76 % |
Key Summary
INCM | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.76 % |
Price | $20.21 | $7.27 |
Size | $105.914 million | $692.853 million |
10Y return | N/A | -19.22 % |
Annual distribution yield (5Y) | 4.59 % | 7.87 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 90 |
Median incremental investment | $893.50 | $1,034.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,546.07 | $3,384.19 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | YMAX | |
|---|---|---|
Pros |
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Cons |
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INCM | 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 |