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Compare DVDY 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 VanEck Morningstar Australian Moat Income ETF (DVDY) 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
DVDY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 85 |
Median incremental investment | $655.56 | $1,045.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $907.20 | $3,692.60 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | YMAX | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | 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 658.17m 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 | Macquarie Group Ltd (5.15 %) Woolworths Group Ltd (4.96 %) APA Group (4.83 %) | ANZE AU 05/21/26 C39.51 (0 %) ALLE AU 05/21/26 C51.01 (0 %) AS51 05/21/26 C9150 (0 %) |
Top 3 industries | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.35 % | 0.0076 % |
Key Summary
DVDY | YMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.0076 % |
Price | $20.14 | $7.37 |
Size | $30.644 million | $654.662 million |
10Y return | N/A | -18.47 % |
Annual distribution yield (5Y) | 4.44 % | 8.06 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 85 |
Median incremental investment | $655.56 | $1,045.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $907.20 | $3,692.60 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | YMAX | |
|---|---|---|
Pros |
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Cons |
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DVDY | YMAX |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |