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Compare YMAX vs. CGHE
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 CGHE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 1 |
Median incremental investment | $1,498.25 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,175.73 | $2,697.89 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | CGHE | |
|---|---|---|
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 600.31m 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. | N/A |
Top 3 holdings | ANZ AU 07/17/25 C30 (0 %) ALL AU 07/17/25 C69 (0 %) AS51 07/17/25 C8700 (0 %) | Claremont Global Fund (Hedged) Active ETF (100 %) |
Top 3 industries | Financials (44.97 %) Materials (17.01 %) Consumer Discretionary (8.17 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0 % |
Key Summary
YMAX | CGHE | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0 % |
Price | $7.80 | $1.795 |
Size | $597.534 million | N/A |
10Y return | -27.31 % | N/A |
Annual distribution/ dividend yield (5Y) | 8.39 % | - % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 1 |
Median incremental investment | $1,498.25 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,175.73 | $2,697.89 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | CGHE | |
|---|---|---|
Pros |
| |
Cons |
|
YMAX | CGHE |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |