Compare AU

Compare YMAX vs. FEMX

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 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

44

124

Median incremental investment

$1,497.50

$1,001.68

Median investment frequency

Monthly

Monthly

Median total investment

$3,770.09

$2,499.81

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 535.35m 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 02/20/25 C31 (0 %)

ALL AU 02/20/25 C75 (0 %)

AS51 02/20/25 C8500 (0 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.31 %)

HDFC Bank Ltd (5.63 %)

Naspers Ltd Class N (5.38 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Financials (35.64 %)

Information Technology (27.00 %)

Consumer Discretionary (12.58 %)

Top 3 countries

Australia (100.00 %)

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

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

$8.03

$6.18

Size

$542.712 million

$179.030 million

10Y return

-29.31 %

N/A

Annual distribution yield (5Y)

10.39 %

1.28 %

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

44

124

Median incremental investment

$1,497.50

$1,001.68

Median investment frequency

Monthly

Monthly

Median total investment

$3,770.09

$2,499.81

Average age group

> 35

> 35


Pros and Cons

YMAX

FEMX

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

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