Compare AU
Compare YMAX vs. BBUS
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 Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | BBUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 14 |
Median incremental investment | $1,497.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,741.92 | $1,188.54 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | BBUS | |
---|---|---|
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 535.35m 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. | BBUS.AX was created on 2015-08-24 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 U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. |
Top 3 holdings | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) | S&P500 EMINI FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (101.87 %) USD - UNITED STATES DOLLAR (-1.87 %) |
Top 3 industries | Financials (45.42 %) Materials (18.60 %) Health Care (8.48 %) | Other (73.66 %) Communication Services (26.34 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 1.38 % |
Key Summary
YMAX | BBUS | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 1.38 % |
Price | $7.96 | $4.25 |
Size | $542.712 million | $141.186 million |
10Y return | -28.99 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 1.89 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 26/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | BBUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 14 |
Median incremental investment | $1,497.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,741.92 | $1,188.54 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | BBUS | |
---|---|---|
Pros |
| |
Cons |
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YMAX | BBUS |
---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |