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Compare PGA1 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 PGA1 and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PGA1 | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 81 |
Median incremental investment | $4,146.75 | $1,249.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,840.00 | $3,273.60 |
Average age group | > 35 | > 35 |
Key Summary
PGA1 | YMAX | |
|---|---|---|
Strategy | PGA1.AX was created on 2024-11-25 by Plato. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over a rolling 5-year basis | 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 | Plato Global Alpha Fund Complex ETF (100 %) | ANZE AU 11/20/25 C37.51 (0 %) ALL AU 11/20/25 C69 (0 %) AS51 11/20/25 C9275 (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
PGA1 | YMAX | |
|---|---|---|
Issuer | Plato | BetaShares |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.76 % |
Price | $13.68 | $7.44 |
Size | N/A | $615.803 million |
10Y return | N/A | -21.19 % |
Annual dividend/βdistribution yield (5Y) | 0.01 % | 8.34 % |
Market | ASX | ASX |
First listed date | 24/11/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PGA1 | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 81 |
Median incremental investment | $4,146.75 | $1,249.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,840.00 | $3,273.60 |
Average age group | > 35 | > 35 |
Pros and Cons
PGA1 | YMAX | |
|---|---|---|
Pros |
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Cons |
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PGA1 | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |