Compare AU
Compare YMAX vs. IYLD
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 Eqy Yield Max Complex ETF (YMAX) and the iShares Yield Plus ETF (IYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 2 |
Median incremental investment | $1,500.63 | $199.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,137.74 | $1,652.64 |
Average age group | > 35 | 26 - 35 |
Key Summary
YMAX | IYLD | |
|---|---|---|
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 539.98m 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. | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 60.37m in AUM and 132 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). |
Top 3 holdings | ANZE AU 05/15/25 C28.01 (0 %) ALL AU 05/15/25 C67 (0 %) ANZE AU 05/15/25 C28.51 (0 %) | AUD CASH (2.49 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.46 %) NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.44 %) |
Top 3 industries | Financials (46.37 %) Materials (17.71 %) Consumer Discretionary (8.39 %) | Other (98.80 %) Financials (1.15 %) Consumer Discretionary (1.10 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0.12 % |
Key Summary
YMAX | IYLD | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.12 % |
Price | $7.55 | $100.16 |
Size | $537.831 million | $59.801 million |
10Y return | -28.77 % | N/A |
Annual distribution yield (5Y) | 10.21 % | 2.82 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 2 |
Median incremental investment | $1,500.63 | $199.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,137.74 | $1,652.64 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YMAX | IYLD | |
|---|---|---|
Pros |
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Cons |
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YMAX | IYLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |