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Compare MVW 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 VanEck Australian Equal Weight ETF (MVW) 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
MVW | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 251 | 95 |
Median incremental investment | $846.50 | $1,036.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,520.15 | $3,282.40 |
Average age group | > 35 | > 35 |
Key Summary
MVW | YMAX | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | 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 682.27m 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 | CSL Ltd (2.21 %) Perseus Mining Ltd (1.89 %) Evolution Mining Ltd (1.84 %) | ALL AU 09/17/26 C65 (0 %) ANZ AU 09/17/26 C38.5 (0 %) AS51 09/17/26 C9175 (0 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.35 % | 0.76 % |
Key Summary
MVW | YMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Equal Weight Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.76 % |
Price | $40.00 | $7.38 |
Size | $3.348 billion | $684.233 million |
10Y return | 64.14 % | -18.54 % |
Annual distribution yield (5Y) | 3.86 % | 7.89 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 251 | 95 |
Median incremental investment | $846.50 | $1,036.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,520.15 | $3,282.40 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | YMAX | |
|---|---|---|
Pros |
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Cons |
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MVW | YMAX |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |