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 | 49 | 8 |
Median incremental investment | $1,500.00 | $1,008.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,067.28 | $1,189.99 |
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. The ETF currently has 532.6m 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. | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. |
Top 3 holdings | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) | VanEck Australian Long Short Complex ETF (100 %) |
Top 3 industries | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0.39 % |
Key Summary
YMAX | ALFA | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.39 % |
Price | $7.45 | $18.74 |
Size | $534.635 million | $10.220 million |
10Y return | -34.25 % | 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 | 49 | 8 |
Median incremental investment | $1,500.00 | $1,008.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,067.28 | $1,189.99 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | ALFA | |
|---|---|---|
Pros |
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Cons |
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YMAX | ALFA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |