Compare AU
Compare YMAX vs. MHOT
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 2 |
Median incremental investment | $1,497.50 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,770.09 | $6,252.78 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | MHOT | |
|---|---|---|
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. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into 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 %) | Bristol-Myers Squibb Co (2.78 %) Alphabet Inc Class A (2.74 %) Corteva Inc (2.71 %) |
Top 3 industries | Financials (45.42 %) Materials (18.60 %) Health Care (8.48 %) | Other (80.34 %) Health Care (10.72 %) Communication Services (4.56 %) |
Top 3 countries | Australia (100.00 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.76 % | 0.52 % |
Key Summary
YMAX | MHOT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.52 % |
Price | $8.03 | $135.93 |
Size | $542.712 million | $59.531 million |
10Y return | -29.31 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 0.11 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 2 |
Median incremental investment | $1,497.50 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,770.09 | $6,252.78 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | MHOT | |
|---|---|---|
Pros |
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Cons |
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YMAX | MHOT |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |