Compare AU

Compare YMAX vs. WXHG

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are YMAX and WXHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

WXHG

Popularity

Low

Low

Pearlers invested

44

9

Median incremental investment

$1,497.50

$660.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$3,321.96

Average age group

> 35

26 - 35


Key Summary

YMAX

WXHG

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.

WXHG.AX was created on 2013-07-08 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia (Hedged) Fund seeks to closely track, before fees and expenses, the returns of the S&P Developed ex Australia LargeMidCap AUD Hedged Index.

Top 3 holdings

ANZ AU 02/20/25 C31 (0 %)

ALL AU 02/20/25 C75 (0 %)

AS51 02/20/25 C8500 (0 %)

SPDR S&P World Ex Aus Carbon Control (Hedged) Fund (100 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Top 3 countries

Australia (100.00 %)

United States (68.24 %)

Japan (8.19 %)

United Kingdom of Great Britain and Northern Ireland (3.95 %)

Management fee

0.76 %

0.1 %


Key Summary

YMAX

WXHG

Issuer

BetaShares

SPDR

Tracking index

S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.1 %

Price

$7.97

$26.59

Size

$528.422 million

$280.486 million

10Y return

-29.09 %

40.91 %

Annual distribution/โ€Šdividend yield (5Y)

10.39 %

9.09 %

Market

ASX

ASX

First listed date

26/11/2012

09/07/2013

Purchase fee

$6.50

$6.50


Community Stats

YMAX

WXHG

Popularity

Low

Low

Pearlers invested

44

9

Median incremental investment

$1,497.50

$660.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$3,321.96

Average age group

> 35

26 - 35


Pros and Cons

YMAX

WXHG

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

WXHG

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

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