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Compare MSTR 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 Morningstar International Shares Active ETF (MSTR) 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
MSTR | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 81 |
Median incremental investment | $750.50 | $1,249.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $970.49 | $3,273.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
MSTR | YMAX | |
|---|---|---|
Strategy | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares | 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 | Apple Inc (4.68 %) Oracle Corp (3.15 %) NVIDIA Corp (2.72 %) | ANZE AU 11/20/25 C37.51 (0 %) ALL AU 11/20/25 C69 (0 %) AS51 11/20/25 C9275 (0 %) |
Top 3 industries | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) | Australia (100.00 %) |
Management fee | 0.39 % | 0.76 % |
Key Summary
MSTR | YMAX | |
|---|---|---|
Issuer | Morningstar | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.76 % |
Price | $9.06 | $7.30 |
Size | N/A | $615.803 million |
10Y return | N/A | -22.67 % |
Annual distribution yield (5Y) | 11.37 % | 8.34 % |
Market | ASX | ASX |
First listed date | 12/11/2019 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MSTR | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 81 |
Median incremental investment | $750.50 | $1,249.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $970.49 | $3,273.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MSTR | YMAX | |
|---|---|---|
Pros |
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Cons |
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MSTR | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |