YMAX
Betashares Aus Top 20 Eqy Yield Max Complex ETF
π¦πΊ ASX
πΈ FINANCIALS
π° HIGH DIVIDEND
π¦πΊ AUSTRALIA
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π Esg
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
+ 2.42%
Annual Growth
5 years average annual capital growth
π°
7.80%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
55
Pearlers Invested
Since January 2020
π Overview
Key information
π Fund Overview
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 502.24m 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.
π Performance
Price History
-33.12%
1M
1Y
10Y
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$65,406.46
after 5 years
$137,526.16
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
ποΈ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out βπ΅ Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out ββ±οΈ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out βπ Top Holdings
Show moreFMG AU 04/17/25 C17
CSL AU 04/17/25 C262
COL AU 04/17/25 C19
CBA AU 04/17/25 C150
BHP AU 04/17/25 C41
AS51 04/17/25 C8100
ANZ AU 04/17/25 C30.5
ANZ AU 04/17/25 C30
ALL AU 04/17/25 C69
FMG AU 04/17/25 C17.5
Updated as of 11 April 2025
Industry Exposure
π¦ Financials
46%
π§± Materials
18%
ποΈ Consumer
8%
π©Ί Health
8%
π Other
5%
π Energy
4%
π‘ Real Estate
4%
π Communication
4%
π Industrials
3%
Country Exposure
π¦πΊ Australia
100%
π° Distributions
Payouts
π° Annual Distribution Yield*
7.80%
π° Annual Distribution Earnings Per $1,000 invested**
$78.00
π° Most Recent Distribution Franked Percentage Estimate
44.62%
π° Average Distribution Franked Percentage Estimate
48.90 %
π° Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of YMAX, your last distribution payment(s) would have been:
$ 192.35
on Wed Apr 16 2025
$ 273.25
on Fri Jan 17 2025
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.30
44.62%
2024
$0.56
15.41%
2023
$0.62
13.35%
2022
$0.69
18.64%
2021
$0.68
13.44%
2020
$0.62
10.61%
2019
$0.76
14.18%
2018
$0.76
16.56%
2017
$0.79
17.67%
2016
$0.94
17.86%
π΅ Costs
πΌ
0.76%
Management Fee
Included in unit price, not charged by Pearler
πΈ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πΈ Net fee calculatorπ Environmental, Social and Governance scores βΉοΈ
π³
Environmental Score
74
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
βοΈ
Governance Score
75
An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.
π€ Advanced information
Technical Info
π° Price*
$7.41
π° Price To Earnings Ratio
17.26
π° Price To Book Ratio
2.43
π° Leveraged
No
π° Inverse
No
*Price may be up to 24 hours old
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in YMAX
55
π Total Capital Earnings
$153K
π Average investment frequency
41 weeks
π΅ Average investment amount
$5,844
β° Last time a customer invested in YMAX
1 day
YMAX investor breakdown
π΅ Income of investors
More than 200k
6%
150k - 200k
9%
100k - 150k
15%
50k - 100k
30%
Less than 50k
38%
πΆ Age of investors
18 - 25
26 - 34
33%
35 - 90
67%
π Legal gender of investors
Female
31%
Male
69%
Pearlers who invest in YMAX also invest in...
VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
9.65%
π Share price
$98.03 AUD
β³οΈ DIVERSIFIED
π§± MATERIALS
πΈ FINANCIALS
π¦πΊ AUSTRALIA
π HIGH PRICE GROWTH
VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
6.42%
π Share price
$64.57 AUD
π GLOBAL
β³οΈ DIVERSIFIED
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.
π Performance (5Yr p.a)
11.48%
π Share price
$70.29 AUD
π¦πΊ AUSTRALIA
πΈ FINANCIALS
β³οΈ DIVERSIFIED
π° HIGH DIVIDEND
π HIGH PRICE GROWTH
π§± MATERIALS
IVV.AX was created on 2007-10-10 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
π Performance (5Yr p.a)
17.88%
π Share price
$55.80 AUD
π HIGH PRICE GROWTH
π° HIGH DIVIDEND
πΊπΈ UNITED STATES
A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6517.09m in AUM and 199 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX.
π Performance (5Yr p.a)
10.25%
π Share price
$132.24 AUD
π¦πΊ AUSTRALIA
β³οΈ DIVERSIFIED
πΈ FINANCIALS
π HIGH PRICE GROWTH
Want more shares? Try these...
ποΈ
Social Score
83
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.