Compare AU

Compare YMAX vs. YANK

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 BetaShares Strong U.S. Dollar Fund (Hedge Fund) (YANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YMAX

YANK

Popularity

Low

Low

Pearlers invested

44

1

Median incremental investment

$1,497.50

$9,971.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,756.00

$188.44

Average age group

> 35

> 35


Key Summary

YMAX

YANK

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 542.14m 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.

YANK.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. YANK.AX aims to provide geared exposure to changes in the value of the U.S. dollar against the Australian dollar.

Top 3 holdings

ANZ AU 02/20/25 C31 (0 %)

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

AS51 02/20/25 C8500 (0 %)

AUDUSD CRNCY FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (104.25 %)

USD - UNITED STATES DOLLAR (-4.25 %)

Top 3 industries

Financials (46.32 %)

Materials (18.53 %)

Consumer Discretionary (8.24 %)

Other (69.81 %)

Communication Services (30.19 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.76 %

1.38 %


Key Summary

YMAX

YANK

Issuer

BetaShares

BetaShares

Tracking index

Australian Dollar per U.S. Dollar

Asset class

ETF

ETF

Management fee

0.76 %

1.38 %

Price

$8.00

$13.46

Size

$539.358 million

$8.806 million

10Y return

-29.45 %

N/A

Annual distribution yield (5Y)

10.39 %

3.86 %

Market

ASX

ASX

First listed date

26/11/2012

24/01/2017

Purchase fee

$6.50

$6.50


Community Stats

YMAX

YANK

Popularity

Low

Low

Pearlers invested

44

1

Median incremental investment

$1,497.50

$9,971.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,756.00

$188.44

Average age group

> 35

> 35


Pros and Cons

YMAX

YANK

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

YMAX

YANK

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home