Compare AU

Compare YMAX vs. IHHY

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 iShares Global High Yield Bond (Aud Hedged) ETF (IHHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

IHHY

Popularity

Low

Low

Pearlers invested

44

7

Median incremental investment

$1,497.50

$2,034.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,746.61

$7,861.76

Average age group

> 35

26 - 35


Key Summary

YMAX

IHHY

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.

IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to Australian dollars).

Top 3 holdings

ANZ AU 02/20/25 C31 (0 %)

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

AS51 02/20/25 C8500 (0 %)

ISH GLBL HY CP BD UCITS USD DIST (99.05 %)

EUR/AUD (0.58 %)

USD/AUD (0.20 %)

Top 3 industries

Financials (45.64 %)

Materials (18.18 %)

Health Care (8.66 %)

Other (93.76 %)

Communication Services (0.00 %)

Top 3 countries

Australia (100.00 %)

United States (100.00 %)

Management fee

0.76 %

0.56 %


Key Summary

YMAX

IHHY

Issuer

BetaShares

iShares

Tracking index

Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.56 %

Price

$7.98

$94.72

Size

$528.422 million

$218.075 million

10Y return

-29.13 %

N/A

Annual distribution yield (5Y)

10.39 %

4.93 %

Market

ASX

ASX

First listed date

26/11/2012

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

YMAX

IHHY

Popularity

Low

Low

Pearlers invested

44

7

Median incremental investment

$1,497.50

$2,034.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,746.61

$7,861.76

Average age group

> 35

26 - 35


Pros and Cons

YMAX

IHHY

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

YMAX

IHHY

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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