Compare AU

Compare YMAX vs. RDV

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 Russell Investments High Dividend Australian Shares ETF (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

RDV

Popularity

Low

Low

Pearlers invested

44

25

Median incremental investment

$1,497.50

$550.15

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$1,622.50

Average age group

> 35

> 35


Key Summary

YMAX

RDV

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.

RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 253.9m in AUM and 51 holdings. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term.

Top 3 holdings

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

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

AS51 02/20/25 C8500 (0 %)

Commonwealth Bank of Australia (7.71 %)

BHP Group Ltd (6.47 %)

Westpac Banking Corp (6.07 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Financials (58.71 %)

Materials (13.76 %)

Communication Services (7.68 %)

Top 3 countries

Australia (100.00 %)

Australia (99.57 %)

China (0.43 %)

Management fee

0.76 %

0.34 %


Key Summary

YMAX

RDV

Issuer

BetaShares

Russell

Tracking index

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.76 %

0.34 %

Price

$7.98

$32.45

Size

$528.422 million

$255.490 million

10Y return

-29.00 %

1.85 %

Annual distribution yield (5Y)

10.39 %

6.49 %

Market

ASX

ASX

First listed date

26/11/2012

14/05/2010

Purchase fee

$6.50

$6.50


Community Stats

YMAX

RDV

Popularity

Low

Low

Pearlers invested

44

25

Median incremental investment

$1,497.50

$550.15

Median investment frequency

Monthly

Monthly

Median total investment

$3,746.61

$1,622.50

Average age group

> 35

> 35


Pros and Cons

YMAX

RDV

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

RDV

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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