Compare AU
Compare YMAX vs. AQLT
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 Equity Yield Max Fund (Managed Fund) (YMAX) and the BetaShares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 37 |
Median incremental investment | $1,499.00 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,111.16 | $5,388.36 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | AQLT | |
|---|---|---|
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 519.03m in AUM and 19 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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | ANZ AU 07/18/24 C30 (0 %) ALL AU 07/18/24 C50 (0 %) AS51 07/18/24 C7900 (0 %) | SPI 200 FUTURES SEP24 (0 %) TELSTRA GROUP LTD (6.82 %) COMMONWEALTH BANK OF AUSTRALIA (6.09 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | Financials (37.43 %) Materials (13.28 %) Consumer Discretionary (10.82 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 0.76 % | 0.35 % |
Key Summary
YMAX | AQLT | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.35 % |
Price | $8.04 | $32.24 |
Size | $529.981 million | $298.519 million |
10Y return | -27.17 % | N/A |
Annual distribution yield (5Y) | 10.30 % | 2.12 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 37 |
Median incremental investment | $1,499.00 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,111.16 | $5,388.36 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | AQLT | |
|---|---|---|
Pros |
| |
Cons |
|
YMAX | AQLT |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |