Compare AU

Compare MVB vs. YMAX

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

VanEck Australian Banks 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 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

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MVB

YMAX

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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