Compare AU

Compare YMAX vs. BILL

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 iShares Core Cash ETF (BILL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

BILL

Popularity

Low

Low

Pearlers invested

44

3

Median incremental investment

$1,497.50

$9,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,741.92

$8,642.14

Average age group

> 35

> 35


Key Summary

YMAX

BILL

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.

BILL.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 737.05m in AUM and 14 holdings. The Fund aims to provide investors with the performance, before fees and expenses, of an index comprised of Australian bank bills.

Top 3 holdings

ANZ AU 02/20/25 C31 (0 %)

ALL AU 02/20/25 C75 (0 %)

AS51 02/20/25 C8500 (0 %)

RBC MONEY MARKET 11AM (25.98 %)

MUFG BANK LTD (SYDNEY BRANCH) (5.48 %)

UNITED OVERSEAS BANK LTD (SYDNEY B (4.09 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0.07 %


Key Summary

YMAX

BILL

Issuer

BetaShares

iShares

Tracking index

S&P/ASX Bank Bill Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.07 %

Price

$7.96

$100.48

Size

$542.712 million

$716.328 million

10Y return

-28.99 %

N/A

Annual distribution yield (5Y)

10.39 %

1.99 %

Market

ASX

ASX

First listed date

26/11/2012

06/06/2017

Purchase fee

$6.50

$6.50


Community Stats

YMAX

BILL

Popularity

Low

Low

Pearlers invested

44

3

Median incremental investment

$1,497.50

$9,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,741.92

$8,642.14

Average age group

> 35

> 35


Pros and Cons

YMAX

BILL

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

YMAX

BILL

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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