Compare AU

Compare YMAX vs. DGGF

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 Growth ETF (DGGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

DGGF

Popularity

Low

Low

Pearlers invested

49

24

Median incremental investment

$1,500.00

$990.50

Median investment frequency

Monthly

Quarterly

Median total investment

$4,067.28

$2,415.95

Average age group

> 35

> 35


Key Summary

YMAX

DGGF

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 532.6m in AUM and 20 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.

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

Top 3 holdings

ANZ AU 03/20/25 C30 (0 %)

ALL AU 03/20/25 C78 (0 %)

AS51 03/20/25 C8450 (0 %)

BETASHARES GLOBAL SUSTAINABILI (29.15 %)

BETASHARES AUSTRALIAN SUSTAINA (28.01 %)

BETASHARES ETHICAL AUSTRALIAN (18.14 %)

Top 3 industries

Financials (44.52 %)

Materials (18.44 %)

Health Care (8.47 %)

Other (99.70 %)

Communication Services (0.30 %)

Top 3 countries

Australia (100.00 %)

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

Management fee

0.76 %

0.26 %


Key Summary

YMAX

DGGF

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.76 %

0.26 %

Price

$7.45

$27.93

Size

$534.635 million

$50.331 million

10Y return

-34.25 %

N/A

Annual distribution yield (5Y)

10.39 %

4.20 %

Market

ASX

ASX

First listed date

26/11/2012

09/12/2019

Purchase fee

$6.50

$6.50


Community Stats

YMAX

DGGF

Popularity

Low

Low

Pearlers invested

49

24

Median incremental investment

$1,500.00

$990.50

Median investment frequency

Monthly

Quarterly

Median total investment

$4,067.28

$2,415.95

Average age group

> 35

> 35


Pros and Cons

YMAX

DGGF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

DGGF

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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