Compare AU

Compare YMAX vs. MHOT

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

Community Stats

YMAX

MHOT

Popularity

Low

Low

Pearlers invested

49

2

Median incremental investment

$1,500.00

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,067.28

$6,177.80

Average age group

> 35

> 35


Key Summary

YMAX

MHOT

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.

MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.

Top 3 holdings

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

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

AS51 03/20/25 C8450 (0 %)

Gilead Sciences Inc (3.41 %)

Bristol-Myers Squibb Co (2.95 %)

The Walt Disney Co (2.79 %)

Top 3 industries

Financials (44.52 %)

Materials (18.44 %)

Health Care (8.47 %)

Other (81.41 %)

Health Care (6.60 %)

Consumer Staples (3.91 %)

Top 3 countries

Australia (100.00 %)

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.76 %

0.52 %


Key Summary

YMAX

MHOT

Issuer

BetaShares

VanEck

Tracking index

Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.76 %

0.52 %

Price

$7.45

$134.30

Size

$534.635 million

$60.794 million

10Y return

-34.25 %

N/A

Annual distribution yield (5Y)

10.39 %

0.11 %

Market

ASX

ASX

First listed date

26/11/2012

08/11/2023

Purchase fee

$6.50

$6.50


Community Stats

YMAX

MHOT

Popularity

Low

Low

Pearlers invested

49

2

Median incremental investment

$1,500.00

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,067.28

$6,177.80

Average age group

> 35

> 35


Pros and Cons

YMAX

MHOT

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

YMAX

MHOT

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

Higher distribution yield

Lower distribution yield

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