Compare AU
Compare RGOS 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 RGOS and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RGOS | YMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 43 |
Median incremental investment | $0 | $1,500.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,719.17 |
Average age group | N/A | > 35 |
Key Summary
RGOS | YMAX | |
|---|---|---|
Strategy | RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly 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 | Russell Sust Global Opportunities Complex ETF (100 %) | ANZ AU 01/16/25 C29.5 (0 %) ALL AU 01/16/25 C71 (0 %) AS51 01/16/25 C8325 (0 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0 % | 0.76 % |
Key Summary
RGOS | YMAX | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.76 % |
Price | $21.98 | $7.93 |
Size | N/A | $531.143 million |
10Y return | N/A | -28.88 % |
Annual dividend/ distribution yield (5Y) | 0.85 % | 10.30 % |
Market | ASX | ASX |
First listed date | 15/04/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGOS | YMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 43 |
Median incremental investment | $0 | $1,500.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,719.17 |
Average age group | N/A | > 35 |
Pros and Cons
RGOS | YMAX | |
|---|---|---|
Pros |
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Cons |
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RGOS | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |