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Compare AU
Compare YMAX vs. WCMQ
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 WCM Quality Global Growth Fund - Active ETF (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 13 |
Median incremental investment | $1,039.39 | $587.77 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,601.26 | $1,201.01 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | WCMQ | |
|---|---|---|
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. | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | ALLE AU 06/18/26 C53.01 (0 %) ANZ AU 06/18/26 C37 (0 %) AS51 06/18/26 C8850 (0 %) | AppLovin Corp Ordinary Shares - Class A (9.36 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.95 %) Siemens Energy AG Ordinary Shares (4.74 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | Australia (100.00 %) | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) |
Management fee | 0.76 % | 1.25 % |
Key Summary
YMAX | WCMQ | |
|---|---|---|
Issuer | BetaShares | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 1.25 % |
Price | $7.41 | $10.27 |
Size | $662.524 million | $385.630 million |
10Y return | -20.15 % | N/A |
Annual distribution yield (5Y) | 7.73 % | 13.37 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 13 |
Median incremental investment | $1,039.39 | $587.77 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,601.26 | $1,201.01 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | WCMQ | |
|---|---|---|
Pros |
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Cons |
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YMAX | WCMQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |