Compare AU

Compare YMAX vs. US10

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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

US10

Popularity

Low

Low

Pearlers invested

50

2

Median incremental investment

$1,500.00

$2,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,997.34

$9,571.08

Average age group

> 35

> 35


Key Summary

YMAX

US10

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 532.6m 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.

US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses.

Top 3 holdings

ANZ AU 03/20/25 C30 (0 %)

ALL AU 03/20/25 C78 (0 %)

AS51 03/20/25 C8450 (0 %)

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (10.05 %)

Top 3 industries

Financials (44.52 %)

Materials (18.44 %)

Health Care (8.47 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

0.22 %


Key Summary

YMAX

US10

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.76 %

0.22 %

Price

$7.43

$50.91

Size

$534.635 million

$27.748 million

10Y return

-33.72 %

N/A

Annual distribution yield (5Y)

10.39 %

0.73 %

Market

ASX

ASX

First listed date

26/11/2012

25/09/2023

Purchase fee

$6.50

$6.50


Community Stats

YMAX

US10

Popularity

Low

Low

Pearlers invested

50

2

Median incremental investment

$1,500.00

$2,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,997.34

$9,571.08

Average age group

> 35

> 35


Pros and Cons

YMAX

US10

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

YMAX

US10

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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