Compare AU
Compare YMAX vs. VGS
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 MSCI Index International Shares ETF (VGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 44 | 13,033 |
Median incremental investment | $1,497.50 | $1,067.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,760.70 | $3,726.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
YMAX | VGS | |
|---|---|---|
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. | Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
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. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (45.42 %) Materials (18.60 %) Health Care (8.48 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Australia (100.00 %) | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.76 % | 0.18 % |
Key Summary
YMAX | VGS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI WorldexAustralia Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.18 % |
Price | $8.01 | $143.99 |
Size | $542.712 million | N/A |
10Y return | -29.30 % | 151.55 % |
Annual distribution yield (5Y) | 10.39 % | 2.36 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 44 | 13,033 |
Median incremental investment | $1,497.50 | $1,067.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,760.70 | $3,726.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YMAX | VGS | |
|---|---|---|
Pros |
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Cons |
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YMAX | VGS |
|---|---|
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 |