Compare AU
Compare YMAX vs. VEU
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 Vanguard All-World Ex-US Shares Index ETF (VEU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | VEU | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 43 | 2,284 |
Median incremental investment | $1,500.00 | $1,200.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $4,243.96 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | VEU | |
|---|---|---|
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. | Vanguard All-World ex-U.S. Shares Index ETF seeks to track the return of the FTSE All-World ex-US Index before accounting for fees, expenses, and tax. It aims to provide exposure to both the developed and emerging markets with the fund. |
Top 3 holdings | ANZ AU 07/18/24 C30 (0 %) ALL AU 07/18/24 C50 (0 %) AS51 07/18/24 C7900 (0 %) | Nestle SA (1.31 %) ASML Holding NV (1.00 %) Taiwan Semiconductor Manufacturing Co. Ltd. (0.98 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | Financials (17.94 %) Industrials (12.80 %) Consumer Discretionary (10.11 %) |
Top 3 countries | Australia (100.00 %) | Japan (15.79 %) United Kingdom of Great Britain and Northern Ireland (8.85 %) China (8.33 %) |
Management fee | 0.76 % | 0.08 % |
Key Summary
YMAX | VEU | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | FTSE All-World ex US Index | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.08 % |
Price | $7.93 | $92.26 |
Size | $531.143 million | $18.195 million |
10Y return | -28.24 % | 57.74 % |
Annual distribution yield (5Y) | 10.30 % | 2.47 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | VEU | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 43 | 2,284 |
Median incremental investment | $1,500.00 | $1,200.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $4,243.96 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | VEU | |
|---|---|---|
Pros |
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Cons |
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YMAX | VEU |
|---|---|
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 |