Compare AU

Compare YMAX vs. BBUS

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 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

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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