Compare AU
Compare YMAX vs. BBOZ
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 Equity Yield Max Fund (Managed Fund) (YMAX) and the BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 15 |
Median incremental investment | $1,497.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,756.00 | $3,372.14 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | BBOZ | |
|---|---|---|
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 542.14m 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. | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (87.19 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %) |
Top 3 industries | Financials (46.32 %) Materials (18.53 %) Consumer Discretionary (8.24 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 1.38 % |
Key Summary
YMAX | BBOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 1.38 % |
Price | $7.97 | $24.65 |
Size | $539.358 million | $217.248 million |
10Y return | -29.72 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 0.53 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 15 |
Median incremental investment | $1,497.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,756.00 | $3,372.14 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | BBOZ | |
|---|---|---|
Pros |
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Cons |
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YMAX | BBOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |