Compare AU
Compare IWLD 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 MSCI World Ex Australia Esg ETF (IWLD) 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
IWLD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 155 | 42 |
Median incremental investment | $1,501.08 | $1,499.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,566.70 | $3,371.58 |
Average age group | > 35 | > 35 |
Key Summary
IWLD | YMAX | |
|---|---|---|
Strategy | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. | 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 | NVIDIA CORP (9.80 %) MICROSOFT CORP (8.54 %) ALPHABET INC CLASS A (3.21 %) | 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 | Information Technology (29.39 %) Financials (15.32 %) Consumer Discretionary (12.42 %) | Financials (44.52 %) Materials (18.63 %) Health Care (9.02 %) |
Top 3 countries | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | Australia (100.00 %) |
Management fee | 0.09 % | 0.76 % |
Key Summary
IWLD | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World IMI - AUD | |
Asset class | ETF | ETF |
Management fee | 0.09 % | 0.76 % |
Price | $61.95 | $7.85 |
Size | $1.142 billion | $535.573 million |
10Y return | N/A | -25.87 % |
Annual distribution yield (5Y) | 4.54 % | 10.86 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWLD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 155 | 42 |
Median incremental investment | $1,501.08 | $1,499.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,566.70 | $3,371.58 |
Average age group | > 35 | > 35 |
Pros and Cons
IWLD | YMAX | |
|---|---|---|
Pros |
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Cons |
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IWLD | 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 |