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Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | YMAX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 25,548 | 90 |
Median incremental investment | $901.97 | $1,034.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,485.52 | $3,384.19 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | YMAX | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | ISHARES CORE S&P ETF TRUST (99.95 %) AUD CASH (0.13 %) USD/AUD (0.00 %) | ALL AU 10/15/26 C64 (0 %) ANZ AU 10/15/26 C39 (0 %) AS51 10/15/26 C8925 (0 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | Australia (100.00 %) |
Management fee | 0.04 % | 0.76 % |
Key Summary
IVV | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.76 % |
Price | $74.16 | $7.27 |
Size | $15.100 billion | $692.853 million |
10Y return | 289.68 % | -19.22 % |
Annual distribution yield (5Y) | 1.19 % | 7.87 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | YMAX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 25,548 | 90 |
Median incremental investment | $901.97 | $1,034.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,485.52 | $3,384.19 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | YMAX | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |