Compare AU
Compare USHY 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, shares and ETFs are a popular choice. Two options in the ASX are USHY and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 55 |
Median incremental investment | $7,000.00 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,283.74 | $4,241.16 |
Average age group | > 35 | > 35 |
Key Summary
USHY | YMAX | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 18.25m in AUM and 1190 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. | 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 539.98m 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 | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | ANZE AU 05/15/25 C28.01 (0 %) ALL AU 05/15/25 C67 (0 %) ANZE AU 05/15/25 C28.51 (0 %) |
Top 3 industries | Financials (46.37 %) Materials (17.71 %) Consumer Discretionary (8.39 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.3 % | 0.76 % |
Key Summary
USHY | YMAX | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.76 % |
Price | $10.31 | $7.56 |
Size | $18.018 million | $537.831 million |
10Y return | N/A | -28.68 % |
Annual dividend/ distribution yield (5Y) | 2.90 % | 10.21 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 55 |
Median incremental investment | $7,000.00 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,283.74 | $4,241.16 |
Average age group | > 35 | > 35 |
Pros and Cons
USHY | YMAX | |
|---|---|---|
Pros |
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Cons |
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USHY | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |