Compare AU

Compare YMAX vs. VHY

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 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

44

1,330

Median incremental investment

$1,497.50

$1,013.02

Median investment frequency

Monthly

Monthly

Median total investment

$3,741.92

$2,499.42

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. The ETF currently has 535.35m 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.

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 02/20/25 C31 (0 %)

ALL AU 02/20/25 C75 (0 %)

AS51 02/20/25 C8500 (0 %)

BHP Group Ltd. (10.26 %)

Commonwealth Bank of Australia (9.79 %)

National Australia Bank Ltd. (6.83 %)

Top 3 industries

Financials (45.42 %)

Materials (18.60 %)

Health Care (8.48 %)

Financials (40.37 %)

Materials (23.34 %)

Energy (10.73 %)

Top 3 countries

Australia (100.00 %)

Australia (99.89 %)

China (0.11 %)

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

$7.96

$75.96

Size

$542.712 million

N/A

10Y return

-28.99 %

12.53 %

Annual distribution yield (5Y)

10.39 %

7.12 %

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

44

1,330

Median incremental investment

$1,497.50

$1,013.02

Median investment frequency

Monthly

Monthly

Median total investment

$3,741.92

$2,499.42

Average age group

> 35

> 35


Pros and Cons

YMAX

VHY

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

YMAX

VHY

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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