Back
Compare AU
Compare YMAX vs. BSUB
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 Eqy Yield Max Complex ETF (YMAX) and the Betashares Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 10 |
Median incremental investment | $1,040.68 | $10,008.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,604.68 | $11,633.04 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | BSUB | |
|---|---|---|
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 658.17m 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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 671.15m in AUM and 14 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | ANZE AU 05/21/26 C39.51 (0 %) ALLE AU 05/21/26 C51.01 (0 %) AS51 05/21/26 C9150 (0 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.6771% JAN-34 (9.55 %) WESTPAC BANKING CORP 6.613% JUN-33 (9.47 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.2454% JAN-35 (9.16 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.0076 % | 0.29 % |
Key Summary
YMAX | BSUB | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.0076 % | 0.29 % |
Price | $7.43 | $25.68 |
Size | $656.138 million | $669.084 million |
10Y return | -17.90 % | N/A |
Annual distribution yield (5Y) | 7.78 % | 3.27 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 10 |
Median incremental investment | $1,040.68 | $10,008.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,604.68 | $11,633.04 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | BSUB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
YMAX | BSUB |
|---|---|
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 |