Compare AU
Compare SFY 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 SPDR S&P/ASX 50 Fund (SFY) and the BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund) (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 42 |
Median incremental investment | $550.00 | $1,499.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,233.71 | $3,111.16 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | YMAX | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (12.91 %) BHP Group Ltd (9.88 %) CSL Ltd (6.70 %) | ANZ AU 07/18/24 C30 (0 %) ALL AU 07/18/24 C50 (0 %) AS51 07/18/24 C7900 (0 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | Australia (100.00 %) |
Management fee | 0.2 % | 0.76 % |
Key Summary
SFY | YMAX | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.76 % |
Price | $74.77 | $8.06 |
Size | $786.221 million | $529.981 million |
10Y return | 42.55 % | -25.78 % |
Annual distribution yield (5Y) | 5.79 % | 10.30 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 42 |
Median incremental investment | $550.00 | $1,499.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,233.71 | $3,111.16 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | YMAX | |
|---|---|---|
Pros |
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Cons |
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SFY | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |