Compare AU
Compare IOZ 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 S&P/ASX 200 ETF (IOZ) 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
IOZ | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 777 | 55 |
Median incremental investment | $1,004.61 | $1,501.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,556.40 | $4,263.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | YMAX | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 539.98m 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 | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) | ANZE AU 05/15/25 C28.01 (0 %) ALL AU 05/15/25 C67 (0 %) ANZE AU 05/15/25 C28.51 (0 %) |
Top 3 industries | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) | Financials (46.37 %) Materials (17.71 %) Consumer Discretionary (8.39 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (100.00 %) |
Management fee | 0.05 % | 0.76 % |
Key Summary
IOZ | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.76 % |
Price | $33.20 | $7.60 |
Size | $6.768 billion | $537.831 million |
10Y return | 32.17 % | -30.53 % |
Annual distribution yield (5Y) | 5.33 % | 10.21 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 777 | 55 |
Median incremental investment | $1,004.61 | $1,501.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,556.40 | $4,263.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | YMAX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOZ | 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 |
Higher distribution yield | Lower distribution yield |