Compare AU
Compare MQWS 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 MQWS and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQWS | YMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 50 |
Median incremental investment | $0 | $1,500.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,997.34 |
Average age group | N/A | > 35 |
Key Summary
MQWS | YMAX | |
|---|---|---|
Strategy | MQWS.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested. | 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 532.6m 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 | Mq Walter Scott Glbl Eq Active ETF (Managed Fund) (100 %) | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) |
Top 3 industries | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 1.28 % | 0.76 % |
Key Summary
MQWS | YMAX | |
|---|---|---|
Issuer | Macquarie | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.28 % | 0.76 % |
Price | $10.43 | $7.39 |
Size | N/A | $534.635 million |
10Y return | N/A | -34.31 % |
Annual dividend/ distribution yield (5Y) | 2.15 % | 10.39 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQWS | YMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 50 |
Median incremental investment | $0 | $1,500.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,997.34 |
Average age group | N/A | > 35 |
Pros and Cons
MQWS | YMAX | |
|---|---|---|
Pros |
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Cons |
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MQWS | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |