Compare AU
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 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 | 56 | 2 |
Median incremental investment | $1,500.63 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,137.74 | $1,695.54 |
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 539.98m 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 SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 26.27m in AUM and 201 holdings. The 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 | ANZE AU 05/15/25 C28.01 (0 %) ALL AU 05/15/25 C67 (0 %) ANZE AU 05/15/25 C28.51 (0 %) | Perseus Mining Ltd (1.72 %) Genesis Minerals Ltd (1.66 %) Capricorn Metals Ltd (1.42 %) |
Top 3 industries | Financials (46.37 %) Materials (17.71 %) Consumer Discretionary (8.39 %) | Materials (52.60 %) Financials (37.63 %) Other (32.33 %) |
Top 3 countries | Australia (100.00 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.76 % | 0.5 % |
Key Summary
YMAX | SSO | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.5 % |
Price | $7.55 | $14.68 |
Size | $537.831 million | $26.136 million |
10Y return | -28.77 % | 23.47 % |
Annual distribution yield (5Y) | 10.21 % | 6.08 % |
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 | 56 | 2 |
Median incremental investment | $1,500.63 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,137.74 | $1,695.54 |
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |