Compare AU

Compare YMAX vs. MICH

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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

MICH

Popularity

Low

Low

Pearlers invested

44

13

Median incremental investment

$1,497.50

$1,143.63

Median investment frequency

Monthly

Monthly

Median total investment

$3,741.92

$1,481.48

Average age group

> 35

> 35


Key Summary

YMAX

MICH

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.

MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

Aena SME SA (7.13 %)

Ferrovial SE (6.81 %)

Vinci SA (5.79 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Industrials (54.76 %)

Utilities (45.24 %)

Other (7.90 %)

Top 3 countries

Australia (100.00 %)

United States (38.21 %)

Spain (15.62 %)

United Kingdom of Great Britain and Northern Ireland (14.04 %)

Management fee

0.76 %

1.05 %


Key Summary

YMAX

MICH

Issuer

BetaShares

Magellan

Tracking index

S&P Global Infrastructure Hedged to USD Index

Asset class

ETF

ETF

Management fee

0.76 %

1.05 %

Price

$7.97

$2.86

Size

$542.712 million

N/A

10Y return

-28.90 %

N/A

Annual distribution yield (5Y)

10.39 %

4.23 %

Market

ASX

ASX

First listed date

26/11/2012

22/07/2016

Purchase fee

$6.50

$6.50


Community Stats

YMAX

MICH

Popularity

Low

Low

Pearlers invested

44

13

Median incremental investment

$1,497.50

$1,143.63

Median investment frequency

Monthly

Monthly

Median total investment

$3,741.92

$1,481.48

Average age group

> 35

> 35


Pros and Cons

YMAX

MICH

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

YMAX

MICH

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

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