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Compare LPHD 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, shares and ETFs are a popular choice. Two options in the ASX are LPHD and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LPHD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 83 |
Median incremental investment | $2,322.50 | $1,207.03 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,297.88 | $2,693.28 |
Average age group | > 35 | > 35 |
Key Summary
LPHD | YMAX | |
|---|---|---|
Strategy | LPHD.AX was created on 2022-07-01 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. | 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 610.03m 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 | Loftus Peak Global Disruption Hedged Active ETF (100 %) | GMG AU 12/18/25 C32 (0 %) BHP AU 12/18/25 C43 (0 %) ANZ AU 12/18/25 C37 (0 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0 % | 0.76 % |
Key Summary
LPHD | YMAX | |
|---|---|---|
Issuer | Loftus Peak | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.76 % |
Price | $9.32 | $7.43 |
Size | N/A | $625.506 million |
10Y return | N/A | -20.11 % |
Annual dividend/ distribution yield (5Y) | - % | 8.34 % |
Market | ASX | ASX |
First listed date | 31/08/2025 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LPHD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 83 |
Median incremental investment | $2,322.50 | $1,207.03 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,297.88 | $2,693.28 |
Average age group | > 35 | > 35 |
Pros and Cons
LPHD | YMAX | |
|---|---|---|
Pros |
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Cons |
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LPHD | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |