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Compare OZBD 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 Australian Composite Bond ETF (OZBD) 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
OZBD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 86 |
Median incremental investment | $2,048.00 | $1,040.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,970.36 | $3,911.26 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | YMAX | |
|---|---|---|
Strategy | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. | 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 669.55m 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 | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.32 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.25 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.23 %) | ALLE AU 05/21/26 C51.01 (0 %) AS51 05/21/26 C9150 (0 %) ANZE AU 05/21/26 C39.51 (0 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.19 % | 0.76 % |
Key Summary
OZBD | YMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.76 % |
Price | $43.34 | $7.32 |
Size | $1.163 billion | $665.775 million |
10Y return | N/A | -20.43 % |
Annual distribution yield (5Y) | 2.87 % | 8.06 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 86 |
Median incremental investment | $2,048.00 | $1,040.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,970.36 | $3,911.26 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | YMAX | |
|---|---|---|
Pros |
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Cons |
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OZBD | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |