Compare AU
Compare YMAX vs. DBBF
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 Ethical Diversified Balanced ETF (DBBF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | DBBF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 6 |
Median incremental investment | $1,501.25 | $1,501.13 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,733.50 | $5,764.85 |
Average age group | > 35 | 26 - 35 |
Key Summary
YMAX | DBBF | |
---|---|---|
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 523.68m in AUM and 19 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. | DBBF.AX was created on 2019-12-15 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. DBBF.AX aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. |
Top 3 holdings | ANZ AU 07/18/24 C30 (0 %) ALL AU 07/18/24 C50 (0 %) AS51 07/18/24 C7900 (0 %) | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (99.82 %) | |
Management fee | 0.76 % | 0.26 % |
Key Summary
YMAX | DBBF | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.26 % |
Price | $7.89 | $25.49 |
Size | $524.285 million | $29.013 million |
10Y return | -29.80 % | N/A |
Annual distribution yield (5Y) | 10.30 % | 3.50 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 11/12/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | DBBF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 6 |
Median incremental investment | $1,501.25 | $1,501.13 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,733.50 | $5,764.85 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YMAX | DBBF | |
---|---|---|
Pros |
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Cons |
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YMAX | DBBF |
---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |