Compare AU
Compare YMAX vs. ERTH
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 Solactive Climate Change Innovation (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 369 |
Median incremental investment | $1,500.00 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $916.98 |
Average age group | > 35 | 26 - 35 |
Key Summary
YMAX | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | ANZ AU 01/16/25 C29.5 (0 %) ALL AU 01/16/25 C71 (0 %) AS51 01/16/25 C8325 (0 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Financials (44.72 %) Materials (18.61 %) Health Care (8.95 %) | Other (55.19 %) Information Technology (13.38 %) Consumer Discretionary (11.53 %) |
Top 3 countries | Australia (100.00 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.76 % | 0.55 % |
Key Summary
YMAX | ERTH | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.55 % |
Price | $7.78 | $8.99 |
Size | $522.280 million | $95.478 million |
10Y return | -28.03 % | N/A |
Annual distribution yield (5Y) | 10.30 % | 0.60 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 369 |
Median incremental investment | $1,500.00 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $916.98 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YMAX | ERTH | |
|---|---|---|
Pros |
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Cons |
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YMAX | ERTH |
|---|---|
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 |