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Compare REIT 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 Ftse International Property (Aud Hedged) ETF (REIT) 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
REIT | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 89 |
Median incremental investment | $993.50 | $1,035.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,506.56 | $3,440.09 |
Average age group | > 35 | > 35 |
Key Summary
REIT | YMAX | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | 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 | Welltower Inc (9.20 %) Prologis Inc (7.33 %) Equinix Inc (5.52 %) | ALL AU 07/16/26 C56 (0 %) ANZ AU 07/16/26 C36.5 (0 %) AS51 07/16/26 C9150 (0 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | Australia (100.00 %) |
Management fee | 0.43 % | 0.76 % |
Key Summary
REIT | YMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.76 % |
Price | $17.22 | $7.45 |
Size | $780.420 million | $667.725 million |
10Y return | N/A | -17.22 % |
Annual distribution yield (5Y) | 4.25 % | 8.00 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 89 |
Median incremental investment | $993.50 | $1,035.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,506.56 | $3,440.09 |
Average age group | > 35 | > 35 |
Pros and Cons
REIT | YMAX | |
|---|---|---|
Pros |
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Cons |
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REIT | 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 |