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Compare YMAX vs. FCAP
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 Eqy Yield Max Complex ETF (YMAX) and the Fidelity Global Future Leaders Active ETF (FCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 87 | 13 |
Median incremental investment | $1,104.51 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,118.88 | $2,948.48 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | FCAP | |
|---|---|---|
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. | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. |
Top 3 holdings | ALL AU 02/19/26 C60 (0 %) ANZ AU 02/19/26 C38.5 (0 %) AS51 02/19/26 C9025 (0 %) | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | Australia (100.00 %) | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) |
Management fee | 0.76 % | 1.1 % |
Key Summary
YMAX | FCAP | |
|---|---|---|
Issuer | BetaShares | Fidelity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 1.1 % |
Price | $7.77 | $10.88 |
Size | $662.728 million | $8.034 million |
10Y return | -12.40 % | N/A |
Annual distribution yield (5Y) | 8.22 % | 3.86 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 87 | 13 |
Median incremental investment | $1,104.51 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,118.88 | $2,948.48 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | FCAP | |
|---|---|---|
Pros |
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Cons |
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YMAX | FCAP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |