Compare AU
Compare SUBD 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 Aussie Subordinated Bonds (SUBD) 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
SUBD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 43 |
Median incremental investment | $5,000.00 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,187.05 | $3,844.26 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | YMAX | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2135.66m in AUM and 31 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that 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. 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 | Commonwealth Bank of Australia (7.86 %) National Australia Bank Ltd. (6.58 %) ANZ Group Holdings Ltd. (5.83 %) | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) |
Top 3 industries | Financials (45.64 %) Materials (18.18 %) Health Care (8.66 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.29 % | 0.76 % |
Key Summary
SUBD | YMAX | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.76 % |
Price | $25.17 | $7.91 |
Size | $2.167 billion | $528.422 million |
10Y return | N/A | -29.94 % |
Annual distribution yield (5Y) | 3.61 % | 10.39 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 43 |
Median incremental investment | $5,000.00 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,187.05 | $3,844.26 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | YMAX | |
|---|---|---|
Pros |
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Cons |
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SUBD | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |