Compare AU
Compare AAA vs. YMAX
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 Aussie Cash Deposits (AAA) and the Betashares Aus Top 20 Eqy Yield Max Complex ETF (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 161 | 55 |
Median incremental investment | $5,125.50 | $1,500.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,959.36 | $4,173.84 |
Average age group | > 35 | > 35 |
Key Summary
AAA | YMAX | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | 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 502.24m 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. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | ANZE AU 05/15/25 C28.01 (0 %) ALL AU 05/15/25 C67 (0 %) ANZE AU 05/15/25 C28.51 (0 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (46.48 %) Materials (18.03 %) Consumer Discretionary (8.25 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.18 % | 0.76 % |
Key Summary
AAA | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.76 % |
Price | $50.24 | $7.44 |
Size | $4.301 billion | $522.921 million |
10Y return | 0.10 % | -34.04 % |
Annual distribution yield (5Y) | 2.33 % | 10.21 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 161 | 55 |
Median incremental investment | $5,125.50 | $1,500.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,959.36 | $4,173.84 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | YMAX | |
|---|---|---|
Pros |
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Cons |
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AAA | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |