Compare AU
Compare USIG 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 USIG and YMAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 54 |
Median incremental investment | $663.53 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,170.62 | $4,231.85 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | YMAX | |
|---|---|---|
Strategy | N/A | 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 502.24m 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 Corporate 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 (46.48 %) Materials (18.03 %) Consumer Discretionary (8.25 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0 % | 0.76 % |
Key Summary
USIG | YMAX | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.76 % |
Price | $9.47 | $7.53 |
Size | N/A | $522.921 million |
10Y return | N/A | -31.30 % |
Annual dividend/ distribution yield (5Y) | 1.79 % | 10.21 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 54 |
Median incremental investment | $663.53 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,170.62 | $4,231.85 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | YMAX | |
|---|---|---|
Pros |
| |
Cons |
|
USIG | YMAX |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |