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 Equity Yield Max Fund (Managed Fund) (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 | 50 | 8 |
Median incremental investment | $1,500.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $3,051.60 |
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 532.6m 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 226.48m 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 | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.8784% JAN-35 (12.63 %) COMMONWEALTH BANK OF AUSTRALIA 5.4673% AUG-31 (12.27 %) NATIONAL AUSTRALIA BANK LTD 6.1891% NOV-31 (10.66 %) |
Top 3 industries | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 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 | 0.76 % | 0.29 % |
Price | $7.39 | $25.43 |
Size | $534.635 million | $229.326 million |
10Y return | -34.31 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 0.81 % |
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 | 50 | 8 |
Median incremental investment | $1,500.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $3,051.60 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | BSUB | |
|---|---|---|
Pros |
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Cons |
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YMAX | BSUB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |