Compare AU
Compare YMAX vs. UMAX
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 Eqy Yield Max Complex ETF (YMAX) and the Betashares S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 55 | 45 |
Median incremental investment | $1,500.63 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,173.84 | $2,315.52 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | UMAX | |
|---|---|---|
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 502.24m 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. | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.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 stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index. |
Top 3 holdings | ANZE AU 05/15/25 C28.01 (0 %) ALL AU 05/15/25 C67 (0 %) ANZE AU 05/15/25 C28.51 (0 %) | SPX US 04/17/25 C5840 (0 %) SPX US 04/17/25 C5870 (0 %) ISHARES CORE S&P 500 ETF (97.87 %) |
Top 3 industries | Financials (46.43 %) Materials (17.83 %) Consumer Discretionary (8.32 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (100.00 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.76 % | 0.79 % |
Key Summary
YMAX | UMAX | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.79 % |
Price | $7.44 | $24.12 |
Size | $520.776 million | $254.928 million |
10Y return | -34.28 % | 41.47 % |
Annual distribution yield (5Y) | 10.21 % | 6.08 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 55 | 45 |
Median incremental investment | $1,500.63 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,173.84 | $2,315.52 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | UMAX | |
|---|---|---|
Pros |
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Cons |
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YMAX | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |