Compare AU

Compare AEBD vs. YMAX

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

BetaShares Ethical Australian Composite Bond ETF

ASX

Buy

Buy

Overview
Performance

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 Equity Yield Max Fund (Managed Fund) (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

42

Median incremental investment

$5,000.00

$1,499.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,959.90

$3,311.45

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. 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

MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.65 %)

EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.46 %)

INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.33 %)

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

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

AS51 02/20/25 C8500 (0 %)

Top 3 industries

Financials (44.48 %)

Materials (18.86 %)

Health Care (8.85 %)

Top 3 countries

Australia (100.00 %)

Management fee

0 %

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 %

0.76 %

Price

$50.10

$7.71

Size

N/A

$528.422 million

10Y return

N/A

-27.20 %

Annual distribution yield (5Y)

0.12 %

10.39 %

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

42

Median incremental investment

$5,000.00

$1,499.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,959.90

$3,311.45

Average age group

> 35

> 35


Pros and Cons

AEBD

YMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

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

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