Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are INES and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 42 |
Median incremental investment | $851.70 | $1,499.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,787.44 | $3,337.22 |
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 | Intelligent Investor Eth Share Fund - Active ETF (100 %) | WOW AU 01/16/25 C31.14 (0 %) WES AU 01/16/25 C75 (0 %) ALL AU 01/16/25 C71 (0 %) |
Top 3 industries | Financials (44.52 %) Materials (18.63 %) Health Care (9.02 %) | |
Top 3 countries | 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 | $3.37 | $7.85 |
Size | $74.418 million | $535.573 million |
10Y return | N/A | -25.87 % |
Annual dividend/ distribution yield (5Y) | 4.41 % | 10.86 % |
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 | 21 | 42 |
Median incremental investment | $851.70 | $1,499.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,787.44 | $3,337.22 |
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 management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |