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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 602 | 94 |
Median incremental investment | $667.85 | $1,036.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,417.50 | $3,684.46 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | YMAX | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 680.38m in AUM and 20 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 | Ambarella Inc (2.10 %) Illumina Inc (1.93 %) Rockwell Automation Inc (1.91 %) | ALL AU 08/20/26 C66 (0 %) ANZ AU 08/20/26 C38 (0 %) AS51 08/20/26 C9000 (0 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | United States (41.45 %) Japan (20.62 %) Germany (9.23 %) | Australia (100.00 %) |
Management fee | 0.82 % | 0.76 % |
Key Summary
ROBO | YMAX | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | ROBO Global Robotics and Automation TR Index | |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.76 % |
Price | $94.50 | $7.66 |
Size | $290.321 million | $690.608 million |
10Y return | N/A | -16.65 % |
Annual distribution yield (5Y) | 3.80 % | 7.94 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 602 | 94 |
Median incremental investment | $667.85 | $1,036.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,417.50 | $3,684.46 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | YMAX | |
|---|---|---|
Pros |
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Cons |
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ROBO | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |