Compare AU

Compare RGOS vs. YMAX

Compare shares and ETFs on the ASX that you can trade on Pearler.

Russell Sust Global Opportunities Complex ETF

ASX

Buy

Buy

Overview
Performance

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

42

Median incremental investment

$0

$1,499.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$3,103.44

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. The ETF currently has 519.03m in AUM and 19 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

Russell Sust Global Opportunities Complex ETF (100 %)

ANZ AU 07/18/24 C30 (0 %)

ALL AU 07/18/24 C50 (0 %)

AS51 07/18/24 C7900 (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

$22.01

$8.04

Size

N/A

$529.981 million

10Y return

N/A

-26.31 %

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

42

Median incremental investment

$0

$1,499.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$3,103.44

Average age group

N/A

> 35


Pros and Cons

RGOS

YMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

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

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