Compare AU
Compare YMAX vs. TANN
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 BetaShares Solar ETF (TANN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | TANN | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 7 |
Median incremental investment | $1,497.50 | $624.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,741.92 | $726.60 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | TANN | |
---|---|---|
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 535.35m in AUM and 20 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. | The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track 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 %) | NEXTRACKER INC (11.41 %) FIRST SOLAR INC (8.25 %) TESLA INC (8.10 %) |
Top 3 industries | Financials (45.42 %) Materials (18.60 %) Health Care (8.48 %) | Other (55.54 %) Industrials (16.63 %) Information Technology (9.56 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0 % |
Key Summary
YMAX | TANN | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive EQM Global Solar Energy Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0 % |
Price | $7.96 | $6.92 |
Size | $542.712 million | N/A |
10Y return | -28.99 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 0.05 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 09/06/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | TANN | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 7 |
Median incremental investment | $1,497.50 | $624.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,741.92 | $726.60 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | TANN | |
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Pros |
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Cons |
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YMAX | TANN |
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Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |