OZXX vs. YMAX ETF Comparison

Comparison of Global X Australia Ex Financials & Resources ETF (OZXX) to BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX)
OZXX

Global X Australia Ex Financials & Resources ETF

OZXX Description

Grade (RS Rating)

Last Trade

$10.40

Average Daily Volume

1,665

Number of Holdings *

10

* may have additional holdings in another (foreign) market
YMAX

BetaShares Australian Top 20 Equity Yield Maximiser Fund

YMAX Description The fund aims to provide investors with exposure to a portfolio of 20 blue-chip Australian shares (as represented in the S&P/ASX 20 Index), while providing attractive quarterly income that exceeds the dividend yield of a portfolio of the underlying shares. In addition, the Fund aims to provide lower overall volatility than the underlying share portfolio.

Grade (RS Rating)

Last Trade

$7.86

Average Daily Volume

107,003

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period OZXX YMAX
30 Days -3.35% 0.64%
60 Days -2.78% -1.63%
90 Days -0.18% 0.26%
12 Months 16.87% 12.79%
4 Overlapping Holdings
Symbol Grade Weight in OZXX Weight in YMAX Overlap
CSL D 9.14% 12.19% 9.14%
TLS C 5.85% 4.1% 4.1%
WES D 10.07% 4.54% 4.54%
WOW F 5.26% 4.45% 4.45%
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