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Compare MVOL 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 Edge MSCI Australia Minimum Volatility ETF (MVOL) 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
MVOL | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 56 |
Median incremental investment | $2,592.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $4,754.56 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | YMAX | |
|---|---|---|
Strategy | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 27.11m in AUM and 100 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | 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 | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | ANZ AU 06/19/25 C29.74 (0 %) ALLE AU 06/19/25 C66.01 (0 %) AS51 06/19/25 C8475 (0 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (47.36 %) Materials (16.89 %) Consumer Discretionary (8.36 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (100.00 %) |
Management fee | 0.3 % | 0.76 % |
Key Summary
MVOL | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.76 % |
Price | $35.43 | $7.82 |
Size | $27.624 million | $570.254 million |
10Y return | N/A | -25.24 % |
Annual distribution yield (5Y) | 5.16 % | 10.21 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 56 |
Median incremental investment | $2,592.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $4,754.56 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | YMAX | |
|---|---|---|
Pros |
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Cons |
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MVOL | 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 |