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Compare YMAX vs. SSO
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 State Street SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 6 |
Median incremental investment | $1,036.81 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,932.78 | $1,470.16 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | SSO | |
|---|---|---|
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 648.3m 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. | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 26.77m in AUM and 201 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | ALLE AU 06/18/26 C53.01 (0 %) ANZ AU 06/18/26 C37 (0 %) AS51 06/18/26 C8850 (0 %) | Liontown Ltd (1.74 %) Ventia Services Group Ltd (1.71 %) Codan Ltd (1.69 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | Australia (100.00 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 0.76 % | 0.5 % |
Key Summary
YMAX | SSO | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.5 % |
Price | $7.33 | $15.46 |
Size | $671.197 million | $28.271 million |
10Y return | -19.18 % | 21.73 % |
Annual distribution yield (5Y) | 8.02 % | 5.74 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 6 |
Median incremental investment | $1,036.81 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,932.78 | $1,470.16 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | SSO | |
|---|---|---|
Pros |
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Cons |
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YMAX | SSO |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |