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Compare VHY 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 Vanguard Australian Shares High Yield ETF (VHY) 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
VHY | YMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,660 | 95 |
Median incremental investment | $1,000.00 | $1,035.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,471.38 | $3,430.83 |
Average age group | > 35 | > 35 |
Key Summary
VHY | YMAX | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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 689.26m 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | ALL AU 09/17/26 C65 (0 %) ANZ AU 09/17/26 C38.5 (0 %) AS51 09/17/26 C9175 (0 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.25 % | 0.76 % |
Key Summary
VHY | YMAX | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.76 % |
Price | $86.00 | $7.41 |
Size | $8.043 billion | $678.679 million |
10Y return | 47.24 % | -19.28 % |
Annual distribution yield (5Y) | 5.98 % | 7.94 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | YMAX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,660 | 95 |
Median incremental investment | $1,000.00 | $1,035.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,471.38 | $3,430.83 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | YMAX | |
|---|---|---|
Pros |
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Cons |
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VHY | YMAX |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |