Compare AU

Compare YMAX vs. DBBF

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, 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

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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