Compare AU
Compare YMAX vs. IIGF
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 Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 17 |
Median incremental investment | $1,500.00 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $1,938.75 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | IIGF | |
|---|---|---|
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 532.6m 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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) | BHP Group Ltd (7.48 %) CSL Ltd (7.29 %) New Hope Corp Ltd (6.51 %) |
Top 3 industries | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) | Consumer Discretionary (16.56 %) Materials (12.83 %) Health Care (12.50 %) |
Top 3 countries | Australia (100.00 %) | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) |
Management fee | 0.76 % | 0.97 % |
Key Summary
YMAX | IIGF | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.97 % |
Price | $7.41 | $2.75 |
Size | $534.635 million | $94.332 million |
10Y return | -34.13 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 5.45 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 17 |
Median incremental investment | $1,500.00 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $1,938.75 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | IIGF | |
|---|---|---|
Pros |
|
|
Cons |
|
|
YMAX | IIGF |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |