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Compare YMAX vs. BBFD
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 Betashares Aus Top 20 Eqy Yield Max Complex ETF (YMAX) and the Betashares Geared Short Us Tr Bond Ch Complex ETF (BBFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 84 | 0 |
Median incremental investment | $1,069.58 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,131.67 | $0 |
Average age group | > 35 | N/A |
Key Summary
YMAX | BBFD | |
|---|---|---|
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 663.01m 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. | N/A |
Top 3 holdings | AS51 03/19/26 C9225 (0 %) ALL AU 03/19/26 C52 (0 %) ANZ AU 03/19/26 C42 (0 %) | US 10YR ULTRA FUT JUN26 (0 %) AUD - AUSTRALIA DOLLAR (101.60 %) USD - UNITED STATES DOLLAR (-1.60 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0 % |
Key Summary
YMAX | BBFD | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.76 % | 0 % |
Price | $7.45 | $19.00 |
Size | $659.221 million | N/A |
10Y return | -18.93 % | N/A |
Annual distribution yield (5Y) | 8.15 % | 3.20 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 84 | 0 |
Median incremental investment | $1,069.58 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,131.67 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
YMAX | BBFD | |
|---|---|---|
Pros |
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Cons |
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YMAX | BBFD |
|---|---|
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 |