Compare AU

Compare SUBD vs. YMAX

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

Aussie Subordinated Bonds

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are SUBD and YMAX. In this comparison, we'll delve into these options 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

$4,509.25

$1,499.50

Median investment frequency

Monthly

Monthly

Median total investment

$9,171.11

$3,676.96

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

Aussie Subordinated Bonds (100 %)

WOW AU 01/16/25 C31.14 (0 %)

WES AU 01/16/25 C75 (0 %)

ALL AU 01/16/25 C71 (0 %)

Top 3 industries

Financials (44.52 %)

Materials (18.63 %)

Health Care (9.02 %)

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

$25.22

$7.72

Size

$2.170 billion

$535.573 million

10Y return

N/A

-28.19 %

Annual dividend/ distribution yield (5Y)

3.54 %

10.30 %

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

$4,509.25

$1,499.50

Median investment frequency

Monthly

Monthly

Median total investment

$9,171.11

$3,676.96

Average age group

> 35

> 35


Pros and Cons

SUBD

YMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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