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Compare YMAX vs. ADEF
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 Betashares Aus Top 20 Eqy Yield Max Complex ETF (YMAX) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 87 | 0 |
Median incremental investment | $1,148.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,098.68 | $0 |
Average age group | > 35 | N/A |
Key Summary
YMAX | ADEF | |
|---|---|---|
Strategy | 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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | ALL AU 02/19/26 C60 (0 %) AS51 02/19/26 C9025 (0 %) ANZ AU 02/19/26 C38.5 (0 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | Australia (100.00 %) | United States (58.40 %) France (11.68 %) Switzerland (4.50 %) |
Management fee | 0.76 % | 0 % |
Key Summary
YMAX | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0 % |
Price | $7.67 | $5.78 |
Size | $644.592 million | $16.510 million |
10Y return | -11.33 % | N/A |
Annual distribution yield (5Y) | 8.22 % | 0.32 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 87 | 0 |
Median incremental investment | $1,148.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,098.68 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
YMAX | ADEF | |
|---|---|---|
Pros |
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Cons |
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YMAX | ADEF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |