Compare AU

Compare YMAX vs. DHOF

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

Community Stats

YMAX

DHOF

Popularity

Low

Low

Pearlers invested

44

1

Median incremental investment

$1,497.50

$6,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,760.70

$5,532.00

Average age group

> 35

26 - 35


Key Summary

YMAX

DHOF

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 535.35m 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.

DHOF.AX was created on 2020-03-01 by Daintree Funds. The fund's investment portfolio concentrates primarily on total market equity. The Fund will target a return of 3.5% - 4.5% per annum above the RBA cash rate after fees, with quarterly distributions.

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

Daintree Hybrid Opportunities Fund (Managed Fund) (100 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0.65 %


Key Summary

YMAX

DHOF

Issuer

BetaShares

Daintree Funds

Tracking index

Asset class

ETF

ETF

Management fee

0.76 %

0.65 %

Price

$8.01

$9.73

Size

$542.712 million

$26.434 million

10Y return

-29.30 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

10.39 %

2.38 %

Market

ASX

ASX

First listed date

26/11/2012

02/11/2021

Purchase fee

$6.50

$6.50


Community Stats

YMAX

DHOF

Popularity

Low

Low

Pearlers invested

44

1

Median incremental investment

$1,497.50

$6,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,760.70

$5,532.00

Average age group

> 35

26 - 35


Pros and Cons

YMAX

DHOF

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

DHOF

Higher exposure to AU market

Lower 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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