Compare AU

Compare YMAX vs. IHOO

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 100 Aud Hedged ETF (IHOO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

IHOO

Popularity

Low

Low

Pearlers invested

44

14

Median incremental investment

$1,497.50

$2,000.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,746.61

$8,024.00

Average age group

> 35

> 35


Key Summary

YMAX

IHOO

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.

IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

APPLE INC (11.77 %)

NVIDIA CORP (11.44 %)

MICROSOFT CORP (10.80 %)

Top 3 industries

Financials (45.64 %)

Materials (18.18 %)

Health Care (8.66 %)

Information Technology (42.76 %)

Consumer Discretionary (10.41 %)

Financials (9.81 %)

Top 3 countries

Australia (100.00 %)

United States (81.06 %)

United Kingdom of Great Britain and Northern Ireland (4.32 %)

Switzerland (3.26 %)

Management fee

0.76 %

0.43 %


Key Summary

YMAX

IHOO

Issuer

BetaShares

iShares

Tracking index

S&P Global 100 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.43 %

Price

$7.98

$188.80

Size

$528.422 million

$509.364 million

10Y return

-29.13 %

96.99 %

Annual distribution yield (5Y)

10.39 %

5.07 %

Market

ASX

ASX

First listed date

26/11/2012

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

YMAX

IHOO

Popularity

Low

Low

Pearlers invested

44

14

Median incremental investment

$1,497.50

$2,000.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,746.61

$8,024.00

Average age group

> 35

> 35


Pros and Cons

YMAX

IHOO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

IHOO

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

Lower distribution yield

Higher distribution yield

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