Compare AU
Compare YMAX vs. SUBD
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 VanEck Australian Subordinated Debt ETF (SUBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 18 |
Median incremental investment | $1,500.00 | $4,018.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $10,933.60 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | ANZ AU 01/16/25 C29.5 (0 %) ALL AU 01/16/25 C71 (0 %) AS51 01/16/25 C8325 (0 %) | Commonwealth Bank of Australia (8.78 %) National Australia Bank Ltd. (6.96 %) ANZ Group Holdings Ltd. (6.16 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0.29 % |
Key Summary
YMAX | SUBD | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.29 % |
Price | $7.93 | $25.28 |
Size | $531.143 million | $2.121 billion |
10Y return | -28.24 % | N/A |
Annual distribution yield (5Y) | 10.30 % | 3.54 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 18 |
Median incremental investment | $1,500.00 | $4,018.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $10,933.60 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | SUBD | |
|---|---|---|
Pros |
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Cons |
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YMAX | SUBD |
|---|---|
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 |