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Compare IXI 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 Consumer Staples ETF (IXI) 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
IXI | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 81 |
Median incremental investment | $996.75 | $1,249.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,204.33 | $3,273.60 |
Average age group | > 35 | > 35 |
Key Summary
IXI | YMAX | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 GLOBAL CONSUMER STAPLES ET (99.96 %) AUD CASH (0.03 %) USD CASH (0.00 %) | ANZE AU 11/20/25 C37.51 (0 %) ALL AU 11/20/25 C69 (0 %) AS51 11/20/25 C9275 (0 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | Australia (100.00 %) |
Management fee | 0.4 % | 0.76 % |
Key Summary
IXI | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.76 % |
Price | $98.08 | $7.30 |
Size | $136.012 million | $615.803 million |
10Y return | 50.63 % | -22.67 % |
Annual distribution yield (5Y) | 2.19 % | 8.34 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 81 |
Median incremental investment | $996.75 | $1,249.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,204.33 | $3,273.60 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | YMAX | |
|---|---|---|
Pros |
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Cons |
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IXI | 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 |