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Compare YMAX vs. GCAP
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 GCAP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | GCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 2 |
Median incremental investment | $1,165.00 | $5,531.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,933.38 | $14,015.09 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | GCAP | |
|---|---|---|
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. | GCAP.AX was created on 2021-08-03 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. GCAP.AX aims to provide investors with a professionally managed active strategy in global Capital Securities. The fund aims to provide total investment returns, measured over the long term in excess of the Benchmark. |
Top 3 holdings | ALL AU 02/19/26 C60 (0 %) AS51 02/19/26 C9025 (0 %) ANZ AU 02/19/26 C38.5 (0 %) | VanEck Bentham Global Capital Sec Active ETF (100 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0.59 % |
Key Summary
YMAX | GCAP | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.59 % |
Price | $7.66 | $8.92 |
Size | $644.592 million | $45.204 million |
10Y return | -11.45 % | N/A |
Annual distribution/ dividend yield (5Y) | 8.22 % | 4.12 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 04/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | GCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 2 |
Median incremental investment | $1,165.00 | $5,531.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,933.38 | $14,015.09 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | GCAP | |
|---|---|---|
Pros |
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Cons |
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YMAX | GCAP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |