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, 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 |
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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 |