Compare AU

Compare YMAX vs. IAF

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 iShares Core Composite Bond ETF (IAF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

IAF

Popularity

Low

Low

Pearlers invested

49

526

Median incremental investment

$1,500.00

$1,108.36

Median investment frequency

Monthly

Monthly

Median total investment

$4,067.28

$2,657.46

Average age group

> 35

> 35


Key Summary

YMAX

IAF

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.

IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2984.64m in AUM and 636 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury,

Top 3 holdings

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

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

AS51 03/20/25 C8450 (0 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.58 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.49 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.48 %)

Top 3 industries

Financials (44.52 %)

Materials (18.44 %)

Health Care (8.47 %)

Other (99.35 %)

Communication Services (0.20 %)

Financials (0.18 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0.15 %


Key Summary

YMAX

IAF

Issuer

BetaShares

iShares

Tracking index

Bloomberg AusBond Composite 0+ Yr Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.15 %

Price

$7.45

$101.86

Size

$534.635 million

$2.950 billion

10Y return

-34.25 %

-5.92 %

Annual distribution yield (5Y)

10.39 %

1.95 %

Market

ASX

ASX

First listed date

26/11/2012

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

YMAX

IAF

Popularity

Low

Low

Pearlers invested

49

526

Median incremental investment

$1,500.00

$1,108.36

Median investment frequency

Monthly

Monthly

Median total investment

$4,067.28

$2,657.46

Average age group

> 35

> 35


Pros and Cons

YMAX

IAF

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

YMAX

IAF

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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