Compare AU

Compare YMAX vs. GROW

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

Community Stats

YMAX

GROW

Popularity

Low

N/A

Pearlers invested

43

0

Median incremental investment

$1,495.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,883.14

$0

Average age group

> 35

N/A


Key Summary

YMAX

GROW

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.

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

Schroder Real Return Active ETF (100 %)

Top 3 industries

Financials (45.64 %)

Materials (18.18 %)

Health Care (8.66 %)

Top 3 countries

Australia (100.00 %)

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.76 %

0.84 %


Key Summary

YMAX

GROW

Issuer

BetaShares

Schroder

Tracking index

Asset class

ETF

ETF

Management fee

0.76 %

0.84 %

Price

$7.99

$3.80

Size

$528.422 million

$57.330 million

10Y return

-29.04 %

N/A

Annual distribution/ dividend yield (5Y)

10.39 %

3.95 %

Market

ASX

ASX

First listed date

26/11/2012

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

YMAX

GROW

Popularity

Low

N/A

Pearlers invested

43

0

Median incremental investment

$1,495.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,883.14

$0

Average age group

> 35

N/A


Pros and Cons

YMAX

GROW

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

YMAX

GROW

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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