Compare AU
Compare YMAX vs. ALFA
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 YMAX and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 4 |
Median incremental investment | $1,497.50 | $1,607.75 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,746.61 | $1,630.86 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | ALFA | |
|---|---|---|
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. | N/A |
Top 3 holdings | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) | VanEck Australian Long Short Complex ETF (100 %) |
Top 3 industries | Financials (45.64 %) Materials (18.18 %) Health Care (8.66 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | N/A |
Key Summary
YMAX | ALFA | |
|---|---|---|
Issuer | BetaShares | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 0.76 % | N/A |
Price | $7.98 | $21.18 |
Size | $528.422 million | N/A |
10Y return | -29.13 % | N/A |
Annual distribution/ dividend yield (5Y) | 10.39 % | - % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 4 |
Median incremental investment | $1,497.50 | $1,607.75 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,746.61 | $1,630.86 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | ALFA | |
|---|---|---|
Pros |
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Cons |
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YMAX | ALFA |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |