Compare AU
Compare YMAX vs. RDV
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 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 |
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Cons |
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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 |