Compare AU
Compare BNKS 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 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 |
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Cons |
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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 |