Compare AU

Compare YMAX vs. ALFA

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, shares and ETFs are a popular choice. Two options in the ASX are YMAX and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

ALFA

Popularity

Low

Low

Pearlers invested

44

4

Median incremental investment

$1,497.50

$1,607.75

Median investment frequency

Monthly

Weekly

Median total investment

$3,746.61

$1,630.86

Average age group

> 35

> 35


Key Summary

YMAX

ALFA

Strategy

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.

N/A

Top 3 holdings

ANZ AU 02/20/25 C31 (0 %)

ALL AU 02/20/25 C75 (0 %)

AS51 02/20/25 C8500 (0 %)

VanEck Australian Long Short Complex ETF (100 %)

Top 3 industries

Financials (45.64 %)

Materials (18.18 %)

Health Care (8.66 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

N/A


Key Summary

YMAX

ALFA

Issuer

BetaShares

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.76 %

N/A

Price

$7.98

$21.18

Size

$528.422 million

N/A

10Y return

-29.13 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

10.39 %

- %

Market

ASX

ASX

First listed date

26/11/2012

22/01/2025

Purchase fee

$6.50

$6.50


Community Stats

YMAX

ALFA

Popularity

Low

Low

Pearlers invested

44

4

Median incremental investment

$1,497.50

$1,607.75

Median investment frequency

Monthly

Weekly

Median total investment

$3,746.61

$1,630.86

Average age group

> 35

> 35


Pros and Cons

YMAX

ALFA

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

YMAX

ALFA

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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