Compare AU

Compare RINC vs. YMAX

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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund)

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 RINC and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RINC

YMAX

Popularity

Low

Low

Pearlers invested

1

42

Median incremental investment

$1,094.28

$1,499.00

Median investment frequency

Monthly

Monthly

Median total investment

$172.33

$3,103.44

Average age group

26 - 35

> 35


Key Summary

RINC

YMAX

Strategy

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.53m in AUM and 41 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (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 (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

Australia (100.00 %)

Management fee

0.85 %

0.76 %


Key Summary

RINC

YMAX

Issuer

BetaShares

BetaShares

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.85 %

0.76 %

Price

$9.01

$8.06

Size

$54.769 million

$529.981 million

10Y return

N/A

-26.12 %

Annual dividend/โ€Šdistribution yield (5Y)

4.14 %

10.30 %

Market

ASX

ASX

First listed date

19/02/2018

26/11/2012

Purchase fee

$6.50

$6.50


Community Stats

RINC

YMAX

Popularity

Low

Low

Pearlers invested

1

42

Median incremental investment

$1,094.28

$1,499.00

Median investment frequency

Monthly

Monthly

Median total investment

$172.33

$3,103.44

Average age group

26 - 35

> 35


Pros and Cons

RINC

YMAX

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

RINC

YMAX

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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