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Compare AEBD 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 Betashares Ethical Australian Composite Bond ETF (AEBD) 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
AEBD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 84 |
Median incremental investment | $5,000.00 | $1,092.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,050.98 | $3,123.33 |
Average age group | > 35 | > 35 |
Key Summary
AEBD | YMAX | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account 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 663.01m 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 | BRITISH COLUMBIA PROV OF 5.2% MAY-36 (2.78 %) AIRSERVICES AUSTRALIA 5.35% NOV-37 (1.40 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.27 %) | ANZ AU 03/19/26 C42 (0 %) AS51 03/19/26 C9225 (0 %) ALL AU 03/19/26 C52 (0 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.34 % | 0.76 % |
Key Summary
AEBD | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.76 % |
Price | $50.06 | $7.54 |
Size | $70.386 million | $648.264 million |
10Y return | N/A | -17.78 % |
Annual distribution yield (5Y) | 2.21 % | 8.15 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 84 |
Median incremental investment | $5,000.00 | $1,092.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,050.98 | $3,123.33 |
Average age group | > 35 | > 35 |
Pros and Cons
AEBD | YMAX | |
|---|---|---|
Pros |
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Cons |
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AEBD | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |