Compare AU

Compare YMAX vs. RBTZ

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 BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

RBTZ

Popularity

Low

Low

Pearlers invested

41

406

Median incremental investment

$1,500.63

$800.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,728.75

$1,395.90

Average age group

> 35

> 35


Key Summary

YMAX

RBTZ

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 523.68m in AUM and 19 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.

RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services.

Top 3 holdings

ANZ AU 07/18/24 C30 (0 %)

ALL AU 07/18/24 C50 (0 %)

AS51 07/18/24 C7900 (0 %)

NVIDIA CORP (12.43 %)

ABB LTD (9.74 %)

INTUITIVE SURGICAL INC (8.84 %)

Top 3 industries

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Other (57.27 %)

Information Technology (27.35 %)

Health Care (9.40 %)

Top 3 countries

United States (42.53 %)

China (0.20 %)

France (0.00 %)

Management fee

0.76 %

0.57 %


Key Summary

YMAX

RBTZ

Issuer

BetaShares

BetaShares

Tracking index

Indxx Global Robotics & Artificial Intelligence Thematic Index

Asset class

ETF

ETF

Management fee

0.76 %

0.57 %

Price

$7.90

$14.50

Size

$524.285 million

$263.228 million

10Y return

-29.72 %

N/A

Annual distribution yield (5Y)

10.30 %

2.81 %

Market

ASX

ASX

First listed date

26/11/2012

14/09/2018

Purchase fee

$6.50

$6.50


Community Stats

YMAX

RBTZ

Popularity

Low

Low

Pearlers invested

41

406

Median incremental investment

$1,500.63

$800.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,728.75

$1,395.90

Average age group

> 35

> 35


Pros and Cons

YMAX

RBTZ

Pros

  • 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

YMAX

RBTZ

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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