Compare AU
Compare YMAX vs. VDBA
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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 34 |
Median incremental investment | $1,500.00 | $1,997.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $5,169.60 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | VDBA | |
|---|---|---|
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. | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | ANZ AU 01/16/25 C29.5 (0 %) ALL AU 01/16/25 C71 (0 %) AS51 01/16/25 C8325 (0 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (100.00 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.76 % | 0.27 % |
Key Summary
YMAX | VDBA | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.27 % |
Price | $7.93 | $57.44 |
Size | $531.143 million | $1.129 million |
10Y return | -28.24 % | N/A |
Annual distribution yield (5Y) | 10.30 % | 4.56 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 34 |
Median incremental investment | $1,500.00 | $1,997.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $5,169.60 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | VDBA | |
|---|---|---|
Pros |
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Cons |
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YMAX | VDBA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |