Compare AU
Compare YMAX vs. QYLD
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 Global X Nasdaq 100 Covered Call ETF (QYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | QYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 20 |
Median incremental investment | $1,497.50 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,746.61 | $998.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
YMAX | QYLD | |
---|---|---|
Strategy | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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. | QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index. |
Top 3 holdings | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) | Apple Inc (8.99 %) Microsoft Corp (7.86 %) NVIDIA Corp (7.82 %) |
Top 3 industries | Financials (45.42 %) Materials (18.60 %) Health Care (8.48 %) | Information Technology (56.77 %) Consumer Discretionary (19.13 %) Communication Services (13.16 %) |
Top 3 countries | Australia (100.00 %) | United States (97.34 %) Netherlands (0.82 %) Brazil (0.69 %) |
Management fee | 0.76 % | 0.6 % |
Key Summary
YMAX | QYLD | |
---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Cboe Nasdaq 100 Half BuyWrite V2 Index | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.6 % |
Price | $7.98 | $12.72 |
Size | $528.422 million | $12.086 million |
10Y return | -29.00 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 3.97 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | QYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 20 |
Median incremental investment | $1,497.50 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,746.61 | $998.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YMAX | QYLD | |
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Pros |
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Cons |
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YMAX | QYLD |
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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 |
Lower distribution yield | Higher distribution yield |