Compare AU

Compare YMAX vs. DFND

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

Community Stats

YMAX

DFND

Popularity

Low

Low

Pearlers invested

44

40

Median incremental investment

$1,497.50

$1,018.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$1,707.48

Average age group

> 35

> 35


Key Summary

YMAX

DFND

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.

DFND.AX was created on 2024-09-10 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. DFND.AX gives investors exposure to a portfolio of listed global companies involved in the military or defence industries.

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

VanEck Global Defence 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

DFND

Issuer

BetaShares

VanEck

Tracking index

MarketVector Global Defence Industry (AUD) Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.76 %

0 %

Price

$7.97

$25.18

Size

$528.422 million

$23.347 million

10Y return

-29.09 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

10.39 %

- %

Market

ASX

ASX

First listed date

26/11/2012

11/09/2024

Purchase fee

$6.50

$6.50


Community Stats

YMAX

DFND

Popularity

Low

Low

Pearlers invested

44

40

Median incremental investment

$1,497.50

$1,018.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$1,707.48

Average age group

> 35

> 35


Pros and Cons

YMAX

DFND

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

DFND

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

Home