Compare AU

Compare YMAX vs. A200

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 BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

A200

Popularity

Low

Medium

Pearlers invested

41

4,875

Median incremental investment

$1,499.50

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$3,071.28

$3,657.68

Average age group

> 35

26 - 35


Key Summary

YMAX

A200

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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

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

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

AS51 07/18/24 C7900 (0 %)

COMMONWEALTH BANK OF AUSTRALIA (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Financials (33.72 %)

Materials (18.17 %)

Health Care (8.79 %)

Top 3 countries

Australia (100.00 %)

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.76 %

0.04 %


Key Summary

YMAX

A200

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.04 %

Price

$8.04

$140.68

Size

$523.876 million

$6.134 billion

10Y return

-27.24 %

N/A

Annual distribution yield (5Y)

10.30 %

5.25 %

Market

ASX

ASX

First listed date

26/11/2012

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

YMAX

A200

Popularity

Low

Medium

Pearlers invested

41

4,875

Median incremental investment

$1,499.50

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$3,071.28

$3,657.68

Average age group

> 35

26 - 35


Pros and Cons

YMAX

A200

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

A200

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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