YMAX vs. MVOL ETF Comparison

Comparison of BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX) to Iedgeauvol Etf Units   (MVOL)

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

$7.61

Average Daily Volume

82,156

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

MVOL

Iedgeauvol Etf Units  

MVOL Description

Track the performance of the parent index using a minimum volatility strategy

Grade (RS Rating)

Last Trade

$30.94

Average Daily Volume

1,065

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	YMAX	MVOL
30 Days	-1.93%	-2.73%
60 Days	-0.83%	-1.62%
90 Days	-0.19%	0.85%
12 Months	11.31%	2.00%

9 Overlapping Holdings

	Symbol	Grade	Weight in YMAX	Weight in MVOL	Overlap
	ANZ	B	6.8%	4.06%	4.06%
	BHP	D	11.19%	3.68%	3.68%
	CBA	B	13.72%	4.32%	4.32%
	CSL	C	12.19%	3.59%	3.59%
	NAB	B	6.91%	2.95%	2.95%
	TLS	F	4.1%	5.96%	4.1%
	WBC	B	8.44%	3.04%	3.04%
	WES	A	4.54%	4.1%	4.1%
	WOW	F	4.45%	3.2%	3.2%

YMAX Overweight 1 Positions Relative to MVOL

	Symbol	Grade	Weight
	MQG	C	4.49%

YMAX Underweight 1 Positions Relative to MVOL

	Symbol	Grade	Weight
	TCL	D	-3.93%

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

MVOL: Top Represented Industries & Keywords

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

Keywords: Bank Banking Banks Of Australia Financial Services Insurance Business Bank Ing Group Bank Of New Zealand Banking Services Business Banking Coal Energy Hotels Institutional Banking Marketing Petroleum Retailing Supermarket Supermarkets Transport