Compare AU

Compare YMAX vs. GOAT

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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

GOAT

Popularity

Low

Low

Pearlers invested

50

46

Median incremental investment

$1,500.00

$693.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,975.82

$2,486.46

Average age group

> 35

> 35


Key Summary

YMAX

GOAT

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.

GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis.

Top 3 holdings

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

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

AS51 03/20/25 C8450 (0 %)

Rheinmetall AG (4.13 %)

Harmonic Drive Systems Inc (2.89 %)

Melrose Industries PLC (2.57 %)

Top 3 industries

Financials (44.52 %)

Materials (18.44 %)

Health Care (8.47 %)

Industrials (47.47 %)

Other (19.42 %)

Financials (18.06 %)

Top 3 countries

Australia (100.00 %)

United States (45.37 %)

Japan (13.24 %)

United Kingdom of Great Britain and Northern Ireland (10.80 %)

Management fee

0.76 %

0.55 %


Key Summary

YMAX

GOAT

Issuer

BetaShares

VanEck

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.76 %

0.55 %

Price

$7.39

$28.58

Size

$534.635 million

$51.686 million

10Y return

-34.31 %

N/A

Annual distribution yield (5Y)

10.39 %

2.60 %

Market

ASX

ASX

First listed date

26/11/2012

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

YMAX

GOAT

Popularity

Low

Low

Pearlers invested

50

46

Median incremental investment

$1,500.00

$693.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,975.82

$2,486.46

Average age group

> 35

> 35


Pros and Cons

YMAX

GOAT

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

YMAX

GOAT

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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