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Compare AU
Compare SPY 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 500 ETF (SPY) 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
SPY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 270 | 56 |
Median incremental investment | $1,200.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,837.42 | $4,736.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | YMAX | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | 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 | Microsoft Corp (6.78 %) NVIDIA Corp (6.78 %) Apple Inc (5.98 %) | ANZ AU 06/19/25 C29.74 (0 %) ALLE AU 06/19/25 C66.01 (0 %) AS51 06/19/25 C8475 (0 %) |
Top 3 industries | Information Technology (59.88 %) Consumer Discretionary (15.98 %) Communication Services (13.31 %) | Financials (47.36 %) Materials (16.89 %) Consumer Discretionary (8.36 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | Australia (100.00 %) |
Management fee | 0.0945 % | 0.76 % |
Key Summary
SPY | YMAX | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.76 % |
Price | $918.71 | $7.79 |
Size | $938.011 billion | $570.254 million |
10Y return | 239.15 % | -25.53 % |
Annual distribution yield (5Y) | 1.24 % | 10.21 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 270 | 56 |
Median incremental investment | $1,200.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,837.42 | $4,736.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | YMAX | |
|---|---|---|
Pros |
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Cons |
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SPY | 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 |
Lower distribution yield | Higher distribution yield |