Compare AU
Compare WVOL 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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL) 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
WVOL | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 55 |
Median incremental investment | $3,504.92 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $4,241.16 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | YMAX | |
|---|---|---|
Strategy | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 84.06m in AUM and 382 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) 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 | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | 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 | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Financials (46.37 %) Materials (17.71 %) Consumer Discretionary (8.39 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | Australia (100.00 %) |
Management fee | 0.3 % | 0.76 % |
Key Summary
WVOL | YMAX | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.76 % |
Price | $43.91 | $7.56 |
Size | $83.445 million | $537.831 million |
10Y return | N/A | -28.68 % |
Annual distribution yield (5Y) | 2.73 % | 10.21 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 55 |
Median incremental investment | $3,504.92 | $1,500.63 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $4,241.16 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | YMAX | |
|---|---|---|
Pros |
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Cons |
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WVOL | 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 |