Compare AU
Compare YMAX vs. VIF
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 International Fixed Interest Index (Hedged) ETF (VIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | VIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 31 |
Median incremental investment | $1,500.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $2,006.68 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | VIF | |
|---|---|---|
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. | VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) | United States Treasury Note/Bond 2.875 2032-05-15 (0.70 %) United Kingdom Gilt 0.25 2025-01-31 (0.44 %) United States Treasury Note/Bond 0.625 2030-08-15 (0.41 %) |
Top 3 industries | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0.2 % |
Key Summary
YMAX | VIF | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Bloomberg Barclays Global Treasury Index Hedged into Australian Dollars - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.2 % |
Price | $7.39 | $38.59 |
Size | $534.635 million | $2.249 million |
10Y return | -34.31 % | N/A |
Annual distribution yield (5Y) | 10.39 % | 4.08 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 08/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | VIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 31 |
Median incremental investment | $1,500.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $2,006.68 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | VIF | |
|---|---|---|
Pros |
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Cons |
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YMAX | VIF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |