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Compare INES 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 Intelligent Investor Eth Share Fund - Active ETF (INES) 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
INES | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 87 |
Median incremental investment | $704.36 | $1,165.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,510.83 | $3,094.64 |
Average age group | > 35 | > 35 |
Key Summary
INES | YMAX | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | 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 | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | ALL AU 02/19/26 C60 (0 %) AS51 02/19/26 C9025 (0 %) ANZ AU 02/19/26 C38.5 (0 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | Australia (100.00 %) |
Management fee | 0.97 % | 0.76 % |
Key Summary
INES | YMAX | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.76 % |
Price | $3.49 | $7.66 |
Size | $69.975 million | $644.592 million |
10Y return | N/A | -10.09 % |
Annual distribution yield (5Y) | 3.86 % | 8.22 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 87 |
Median incremental investment | $704.36 | $1,165.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,510.83 | $3,094.64 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | YMAX | |
|---|---|---|
Pros |
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Cons |
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INES | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |