VLC vs. YMAX ETF Comparison

Comparison of Vanguard MSCI Australian Large Companies Index ETF   (VLC) to BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX)

VLC

Vanguard MSCI Australian Large Companies Index ETF  

VLC Description

Exposure to the largest companies and property trusts listed on the Australian Securities Exchange

Grade (RS Rating)

Last Trade

$76.90

Average Daily Volume

4,215

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

$7.65

Average Daily Volume

82,328

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	VLC	YMAX
30 Days	-1.32%	-1.42%
60 Days	-1.46%	-0.95%
90 Days	0.53%	0.98%
12 Months	12.51%	11.74%

8 Overlapping Holdings

	Symbol	Grade	Weight in VLC	Weight in YMAX	Overlap
	ANZ	B	6.39%	6.8%	6.39%
	BHP	D	16.21%	11.19%	11.19%
	CBA	B	14.56%	13.72%	13.72%
	CSL	C	10.05%	12.19%	10.05%
	MQG	C	5.28%	4.49%	4.49%
	NAB	A	7.81%	6.91%	6.91%
	WBC	A	6.6%	8.44%	6.6%
	WES	A	5.61%	4.54%	4.54%

VLC Overweight 2 Positions Relative to YMAX

	Symbol	Grade	Weight
	WDS	F	4.18%
	GMG	A	4.17%

VLC Underweight 2 Positions Relative to YMAX

	Symbol	Grade	Weight
	WOW	F	-4.45%
	TLS	F	-4.1%

VLC: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Capital Markets Home Improvement Stores Industrial Metals & Minerals Oil & Gas E&P REIT - Diversified

Keywords: Bank Banking Financial Services Banks Of Australia Business Bank Ing Group Insurance Business Banking Wealth Management Asset Management Bank Of New Zealand Banking Products Banking Services Coal Energy Institutional Banking Logistics Management Services Marketing Personal Banking

YMAX: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Capital Markets Grocery Stores Home Improvement Stores Industrial Metals & Minerals Telecom Services

Keywords: Bank Banking Financial Services Banks Of Australia Business Bank Ing Group Insurance Business Banking Wealth Management Asset Management Bank Of New Zealand Banking Products Banking Services Coal Energy Hotels Institutional Banking Management Services Marketing Personal Banking