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Compare YMAX vs. VHY
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 Vanguard Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 83 | 3,100 |
Median incremental investment | $1,050.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,572.55 | $2,451.08 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | VHY | |
|---|---|---|
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. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | ANZ AU 04/16/26 C38.5 (0 %) AS51 04/16/26 C8800 (0 %) ALL AU 04/16/26 C47 (0 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.76 % | 0.25 % |
Key Summary
YMAX | VHY | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.25 % |
Price | $7.65 | $84.52 |
Size | $670.248 million | $7.281 billion |
10Y return | -14.53 % | 47.79 % |
Annual distribution yield (5Y) | 8.13 % | 5.83 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 83 | 3,100 |
Median incremental investment | $1,050.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,572.55 | $2,451.08 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | VHY | |
|---|---|---|
Pros |
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Cons |
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YMAX | VHY |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |