Compare AU

Compare YMAX vs. VDBA

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 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

41

34

Median incremental investment

$1,500.00

$1,997.59

Median investment frequency

Monthly

Monthly

Median total investment

$3,021.62

$4,797.07

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. The ETF currently has 523.68m in AUM and 19 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.

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 07/18/24 C30 (0 %)

ALL AU 07/18/24 C50 (0 %)

AS51 07/18/24 C7900 (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

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

$56.79

Size

$524.285 million

$1.129 million

10Y return

-29.20 %

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

41

34

Median incremental investment

$1,500.00

$1,997.59

Median investment frequency

Monthly

Monthly

Median total investment

$3,021.62

$4,797.07

Average age group

> 35

> 35


Pros and Cons

YMAX

VDBA

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

YMAX

VDBA

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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