Compare AU

Compare YMAX vs. BUGG

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 BUGG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

BUGG

Popularity

Low

Low

Pearlers invested

44

22

Median incremental investment

$1,497.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$1,380.00

Average age group

> 35

> 35


Key Summary

YMAX

BUGG

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.

N/A

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

Global X Cybersecurity ETF (100 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0 %


Key Summary

YMAX

BUGG

Issuer

BetaShares

Tracking index

Asset class

ETF

Stock

Management fee

0.76 %

0 %

Price

$7.98

$13.80

Size

$528.422 million

N/A

10Y return

-29.00 %

N/A

Annual distribution/ dividend yield (5Y)

10.39 %

0.44 %

Market

ASX

ASX

First listed date

26/11/2012

12/09/2023

Purchase fee

$6.50

$6.50


Community Stats

YMAX

BUGG

Popularity

Low

Low

Pearlers invested

44

22

Median incremental investment

$1,497.50

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$1,380.00

Average age group

> 35

> 35


Pros and Cons

YMAX

BUGG

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

YMAX

BUGG

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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