Compare AU

Compare YMAX vs. HLTH

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 Global Healthcare Leaders ETF (HLTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

HLTH

Popularity

Low

Low

Pearlers invested

44

59

Median incremental investment

$1,497.50

$541.05

Median investment frequency

Monthly

Monthly

Median total investment

$3,756.00

$1,568.08

Average age group

> 35

> 35


Key Summary

YMAX

HLTH

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.

HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

Exelixis Inc (2.80 %)

Boston Scientific Corp (2.74 %)

DexCom Inc (2.60 %)

Top 3 industries

Financials (46.32 %)

Materials (18.53 %)

Consumer Discretionary (8.24 %)

Health Care (100.00 %)

Other (9.88 %)

Top 3 countries

Australia (100.00 %)

United States (68.78 %)

Japan (13.50 %)

Denmark (7.34 %)

Management fee

0.76 %

0.45 %


Key Summary

YMAX

HLTH

Issuer

BetaShares

VanEck

Tracking index

MarketGrader Developed Markets ex-Australia Health Care Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.45 %

Price

$7.97

$11.53

Size

$539.358 million

$50.445 million

10Y return

-29.72 %

N/A

Annual distribution yield (5Y)

10.39 %

0.58 %

Market

ASX

ASX

First listed date

26/11/2012

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

YMAX

HLTH

Popularity

Low

Low

Pearlers invested

44

59

Median incremental investment

$1,497.50

$541.05

Median investment frequency

Monthly

Monthly

Median total investment

$3,756.00

$1,568.08

Average age group

> 35

> 35


Pros and Cons

YMAX

HLTH

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

YMAX

HLTH

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

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