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Compare YMAX vs. FEMX
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 Emerging Markets Active ETF (FEMX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 109 |
Median incremental investment | $1,092.51 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,123.33 | $3,424.85 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | FEMX | |
|---|---|---|
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 663.01m 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. | FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus. |
Top 3 holdings | ANZ AU 03/19/26 C42 (0 %) AS51 03/19/26 C9225 (0 %) ALL AU 03/19/26 C52 (0 %) | Taiwan Semiconductor Manufacturing Co Ltd (9.98 %) Samsung Electronics Co Ltd (5.88 %) HDFC Bank Ltd (4.62 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | Financials (34.66 %) Information Technology (22.60 %) Consumer Discretionary (18.14 %) |
Top 3 countries | Australia (100.00 %) | China (24.14 %) India (17.74 %) Taiwan (12.90 %) |
Management fee | 0.76 % | 0.99 % |
Key Summary
YMAX | FEMX | |
|---|---|---|
Issuer | BetaShares | Fidelity |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.99 % |
Price | $7.54 | $7.27 |
Size | $648.264 million | $169.708 million |
10Y return | -17.78 % | N/A |
Annual distribution yield (5Y) | 8.15 % | 1.61 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 05/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 109 |
Median incremental investment | $1,092.51 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,123.33 | $3,424.85 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | FEMX | |
|---|---|---|
Pros |
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Cons |
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YMAX | FEMX |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |