Compare AU

Compare YMAX vs. 5GOV

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

BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Aus Top 20 Equity Yield Max Fund (Managed Fund) (YMAX) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

5GOV

Popularity

Low

Low

Pearlers invested

42

2

Median incremental investment

$1,499.00

$220.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,095.72

$1,637.69

Average age group

> 35

26 - 35


Key Summary

YMAX

5GOV

Strategy

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 519.03m in AUM and 19 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.

5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars.

Top 3 holdings

ANZ AU 07/18/24 C30 (0 %)

ALL AU 07/18/24 C50 (0 %)

AS51 07/18/24 C7900 (0 %)

Australia (Commonwealth of) (6.50 %)

Australia (Commonwealth of) (5.68 %)

Australia (Commonwealth of) (5.57 %)

Top 3 industries

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0.22 %


Key Summary

YMAX

5GOV

Issuer

BetaShares

VanEck

Tracking index

S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.76 %

0.22 %

Price

$8.02

$51.99

Size

$529.981 million

$49.843 million

10Y return

-25.60 %

N/A

Annual distribution yield (5Y)

10.30 %

0.61 %

Market

ASX

ASX

First listed date

26/11/2012

27/09/2023

Purchase fee

$6.50

$6.50


Community Stats

YMAX

5GOV

Popularity

Low

Low

Pearlers invested

42

2

Median incremental investment

$1,499.00

$220.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,095.72

$1,637.69

Average age group

> 35

26 - 35


Pros and Cons

YMAX

5GOV

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

YMAX

5GOV

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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