Compare AU
Compare YMAX vs. QOZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 49 |
Median incremental investment | $1,500.00 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $2,117.52 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 648.28m in AUM and 192 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) | BHP GROUP LTD (10.61 %) COMMONWEALTH BANK OF AUSTRALIA (8.86 %) WESTPAC BANKING CORP (6.68 %) |
Top 3 industries | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) | Financials (35.90 %) Materials (21.59 %) Real Estate (6.44 %) |
Top 3 countries | Australia (100.00 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.76 % | 0.4 % |
Key Summary
YMAX | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.4 % |
Price | $7.39 | $15.57 |
Size | $534.635 million | $647.504 million |
10Y return | -34.31 % | 17.24 % |
Annual distribution yield (5Y) | 10.39 % | 6.60 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 49 |
Median incremental investment | $1,500.00 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $2,117.52 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | QOZ | |
|---|---|---|
Pros |
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Cons |
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YMAX | QOZ |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |