Compare AU
Compare YMAX vs. VTS
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 US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 50 | 2,948 |
Median incremental investment | $1,500.00 | $1,283.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $4,778.29 |
Average age group | > 35 | > 35 |
Key Summary
YMAX | VTS | |
|---|---|---|
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. | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | ANZ AU 03/20/25 C30 (0 %) ALL AU 03/20/25 C78 (0 %) AS51 03/20/25 C8450 (0 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Financials (44.52 %) Materials (18.44 %) Health Care (8.47 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | Australia (100.00 %) | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) |
Management fee | 0.76 % | 0.03 % |
Key Summary
YMAX | VTS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.76 % | 0.03 % |
Price | $7.39 | $434.39 |
Size | $534.635 million | $29.854 million |
10Y return | -34.31 % | 210.97 % |
Annual distribution yield (5Y) | 10.39 % | 1.30 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 50 | 2,948 |
Median incremental investment | $1,500.00 | $1,283.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,975.82 | $4,778.29 |
Average age group | > 35 | > 35 |
Pros and Cons
YMAX | VTS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
YMAX | VTS |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |