Compare AU
Compare YMAX vs. IBAL
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 iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 1 |
Median incremental investment | $1,500.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,719.17 | $978.78 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | IBAL | |
|---|---|---|
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. | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | ANZ AU 07/18/24 C30 (0 %) ALL AU 07/18/24 C50 (0 %) AS51 07/18/24 C7900 (0 %) | iShares Core MSCI Wld Ex Aus ESG ETF (21.32 %) iShares Core MSCI Australia ESG ETF (19.35 %) iShares Treasury ETF (19.09 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | Australia (100.00 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.76 % | 0.22 % |
Key Summary
YMAX | IBAL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.22 % |
Price | $7.93 | $29.66 |
Size | $531.143 million | $12.878 million |
10Y return | -28.24 % | N/A |
Annual distribution yield (5Y) | 10.30 % | 1.30 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 1 |
Median incremental investment | $1,500.00 | $993.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,719.17 | $978.78 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | IBAL | |
|---|---|---|
Pros |
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Cons |
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YMAX | IBAL |
|---|---|
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 |