Compare AU

Compare YMAX vs. BBOZ

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 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

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

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