Compare AU

Compare YMAX vs. BTXX

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, shares and ETFs are a popular choice. Two options in the ASX are YMAX and BTXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

BTXX

Popularity

Low

Low

Pearlers invested

43

37

Median incremental investment

$1,500.00

$808.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,719.17

$912.60

Average age group

> 35

> 35


Key Summary

YMAX

BTXX

Strategy

YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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.

The fund's investment portfolio concentrates primarily on long btc, short usd currency. The Fund aims to deliver a return that tracks the performance of the price of Bitcoin (before fees and expenses).

Top 3 holdings

ANZ AU 07/18/24 C30 (0 %)

ALL AU 07/18/24 C50 (0 %)

AS51 07/18/24 C7900 (0 %)

DigitalX Bitcoin ETF (100 %)

Top 3 industries

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0.49 %


Key Summary

YMAX

BTXX

Issuer

BetaShares

DigitalX

Tracking index

CME CF BITCOIN REFERENCE RATE (BRR

Asset class

ETF

ETF

Management fee

0.76 %

0.49 %

Price

$7.93

$33.80

Size

$531.143 million

N/A

10Y return

-28.24 %

N/A

Annual distribution/ dividend yield (5Y)

10.30 %

- %

Market

ASX

ASX

First listed date

26/11/2012

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

YMAX

BTXX

Popularity

Low

Low

Pearlers invested

43

37

Median incremental investment

$1,500.00

$808.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,719.17

$912.60

Average age group

> 35

> 35


Pros and Cons

YMAX

BTXX

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

BTXX

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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