Compare AU

Compare YMAX vs. QYLD

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 Global X Nasdaq 100 Covered Call ETF (QYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

QYLD

Popularity

Low

Low

Pearlers invested

44

20

Median incremental investment

$1,497.50

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$998.52

Average age group

> 35

26 - 35


Key Summary

YMAX

QYLD

Strategy

YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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.

QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index.

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

Apple Inc (8.99 %)

Microsoft Corp (7.86 %)

NVIDIA Corp (7.82 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Information Technology (56.77 %)

Consumer Discretionary (19.13 %)

Communication Services (13.16 %)

Top 3 countries

Australia (100.00 %)

United States (97.34 %)

Netherlands (0.82 %)

Brazil (0.69 %)

Management fee

0.76 %

0.6 %


Key Summary

YMAX

QYLD

Issuer

BetaShares

Global X

Tracking index

Cboe Nasdaq 100 Half BuyWrite V2 Index

Asset class

ETF

ETF

Management fee

0.76 %

0.6 %

Price

$7.98

$12.72

Size

$528.422 million

$12.086 million

10Y return

-29.00 %

N/A

Annual distribution yield (5Y)

10.39 %

3.97 %

Market

ASX

ASX

First listed date

26/11/2012

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

YMAX

QYLD

Popularity

Low

Low

Pearlers invested

44

20

Median incremental investment

$1,497.50

$996.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$998.52

Average age group

> 35

26 - 35


Pros and Cons

YMAX

QYLD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

QYLD

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

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