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Compare YMAX vs. EX20
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 Eqy Yield Max Complex ETF (YMAX) and the Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 39 |
Median incremental investment | $1,092.51 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,002.28 | $5,197.50 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | EX20 | |
|---|---|---|
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 663.91m in AUM and 21 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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 628.17m in AUM and 181 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | ALL AU 03/19/26 C52 (0 %) ANZ AU 03/19/26 C42 (0 %) AS51 03/19/26 C9225 (0 %) | SPI 200 FUTURES MAR26 (0 %) NORTHERN STAR RESOURCES LTD (4.24 %) EVOLUTION MINING LTD (3.31 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | Australia (100.00 %) | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) |
Management fee | 0.76 % | 0.25 % |
Key Summary
YMAX | EX20 | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.25 % |
Price | $7.54 | $22.90 |
Size | $664.684 million | $636.582 million |
10Y return | -17.51 % | N/A |
Annual distribution yield (5Y) | 8.15 % | 3.01 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 39 |
Median incremental investment | $1,092.51 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,002.28 | $5,197.50 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | EX20 | |
|---|---|---|
Pros |
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Cons |
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YMAX | EX20 |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |