Compare AU

Compare YMAX vs. HCRD

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 Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

HCRD

Popularity

Low

Low

Pearlers invested

44

1

Median incremental investment

$1,497.50

$5,036.61

Median investment frequency

Monthly

Monthly

Median total investment

$3,756.00

$628.25

Average age group

> 35

> 35


Key Summary

YMAX

HCRD

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 542.14m 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.

HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses.

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

ENBW INTL FINANCE BV 6.048% OCT-34 (2.27 %)

BRISBANE AIRPORT CORP 5.9% MAR-34 (2.23 %)

ORIGIN ENERGY FINANCE 5.35% SEP-31 (2.21 %)

Top 3 industries

Financials (46.32 %)

Materials (18.53 %)

Consumer Discretionary (8.24 %)

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0.29 %


Key Summary

YMAX

HCRD

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.29 %

Price

$8.00

$25.13

Size

$539.358 million

$40.429 million

10Y return

-29.45 %

N/A

Annual distribution yield (5Y)

10.39 %

1.98 %

Market

ASX

ASX

First listed date

26/11/2012

15/11/2022

Purchase fee

$6.50

$6.50


Community Stats

YMAX

HCRD

Popularity

Low

Low

Pearlers invested

44

1

Median incremental investment

$1,497.50

$5,036.61

Median investment frequency

Monthly

Monthly

Median total investment

$3,756.00

$628.25

Average age group

> 35

> 35


Pros and Cons

YMAX

HCRD

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

YMAX

HCRD

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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