Compare AU
Compare IOO 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 Global 100 ETF (IOO) 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
IOO | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 932 | 43 |
Median incremental investment | $1,006.45 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,554.10 | $3,834.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOO | YMAX | |
|---|---|---|
Strategy | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. | 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 | Microsoft Corporation (12.34 %) Apple, Inc. (10.21 %) NVIDIA Corporation (9.04 %) | 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 (99.99 %) | Australia (100.00 %) |
Management fee | 0.4 % | 0.76 % |
Key Summary
IOO | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 100 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.76 % |
Price | $161.45 | $7.91 |
Size | $4.434 billion | $528.422 million |
10Y return | 230.91 % | -29.88 % |
Annual distribution yield (5Y) | 1.54 % | 10.39 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOO | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 932 | 43 |
Median incremental investment | $1,006.45 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,554.10 | $3,834.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOO | YMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOO | 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 |