Compare AU

Compare YMAX vs. L1HI

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, shares and ETFs are a popular choice. Two options in the ASX are YMAX and L1HI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

L1HI

Popularity

Low

N/A

Pearlers invested

44

0

Median incremental investment

$1,497.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,737.22

$0

Average age group

> 35

N/A


Key Summary

YMAX

L1HI

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 535.35m 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.

L1HI.AX was created on 2024-07-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods.

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

L1 Capital International (Hedged) Active ETF (100 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0 %


Key Summary

YMAX

L1HI

Issuer

BetaShares

L1 Capital

Tracking index

Asset class

ETF

ETF

Management fee

0.76 %

0 %

Price

$7.96

$5.50

Size

$542.712 million

N/A

10Y return

-28.93 %

N/A

Annual distribution/ dividend yield (5Y)

10.39 %

- %

Market

ASX

ASX

First listed date

26/11/2012

21/07/2024

Purchase fee

$6.50

$6.50


Community Stats

YMAX

L1HI

Popularity

Low

N/A

Pearlers invested

44

0

Median incremental investment

$1,497.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,737.22

$0

Average age group

> 35

N/A


Pros and Cons

YMAX

L1HI

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

YMAX

L1HI

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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