Compare AU

Compare BNKS vs. YMAX

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

BetaShares Global Banks Currency Hedged 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 Global Banks Currency Hedged ETF (BNKS) 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

BNKS

YMAX

Popularity

Low

Low

Pearlers invested

15

43

Median incremental investment

$1,020.31

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,921.00

$3,719.17

Average age group

> 35

> 35


Key Summary

BNKS

YMAX

Strategy

BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars.

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

BRL - BRAZILIAN REAL (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

CAD - CANADA DOLLAR (0 %)

ANZ AU 01/16/25 C29.5 (0 %)

ALL AU 01/16/25 C71 (0 %)

AS51 01/16/25 C8325 (0 %)

Top 3 industries

Other (84.26 %)

Communication Services (33.49 %)

Financials (12.31 %)

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Top 3 countries

United States (34.16 %)

Canada (15.63 %)

Japan (8.37 %)

Australia (100.00 %)

Management fee

0.57 %

0.76 %


Key Summary

BNKS

YMAX

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.57 %

0.76 %

Price

$8.50

$7.93

Size

$68.433 million

$531.143 million

10Y return

N/A

-28.24 %

Annual distribution yield (5Y)

2.50 %

10.30 %

Market

ASX

ASX

First listed date

01/08/2016

26/11/2012

Purchase fee

$6.50

$6.50


Community Stats

BNKS

YMAX

Popularity

Low

Low

Pearlers invested

15

43

Median incremental investment

$1,020.31

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,921.00

$3,719.17

Average age group

> 35

> 35


Pros and Cons

BNKS

YMAX

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BNKS

YMAX

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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