Compare AU
Compare MVB 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 Australian Banks ETF (MVB) 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
MVB | YMAX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 44 |
Median incremental investment | $745.50 | $1,497.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.45 | $3,756.00 |
Average age group | > 35 | > 35 |
Key Summary
MVB | YMAX | |
---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. | 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 542.14m 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 | National Australia Bank Ltd (20.43 %) Westpac Banking Corp (20.24 %) Commonwealth Bank of Australia (19.67 %) | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) |
Top 3 industries | Financials (99.98 %) Other (0.13 %) | Financials (46.32 %) Materials (18.53 %) Consumer Discretionary (8.24 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.28 % | 0.76 % |
Key Summary
MVB | YMAX | |
---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.76 % |
Price | $40.25 | $7.97 |
Size | $231.899 million | $539.358 million |
10Y return | 35.80 % | -29.72 % |
Annual distribution yield (5Y) | 6.04 % | 10.39 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | YMAX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 44 |
Median incremental investment | $745.50 | $1,497.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,863.45 | $3,756.00 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | YMAX | |
---|---|---|
Pros |
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Cons |
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MVB | YMAX |
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Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |