YMAX vs. QOZ ETF Comparison
Comparison of BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX) to BetaShares FTSE RAFI Australia 200 ETF (QOZ)
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
$7.56
Average Daily Volume
80,225
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
QOZ
BetaShares FTSE RAFI Australia 200 ETF
QOZ Description
The index which QOZ aims to track provides exposure to a diversified portfolio of Australian equities, weighted in a way that is reflective of the economic importance rather than the market capitalisation of its constituents. Constituent weighting is based on accounting values and is known as ”Fundamental indexing”.Grade (RS Rating)
Last Trade
$15.56
Average Daily Volume
35,757
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
| Period | YMAX | QOZ |
|---|---|---|
| 30 Days | -2.70% | -2.72% |
| 60 Days | -1.08% | 0.26% |
| 90 Days | 0.07% | 1.68% |
| 12 Months | 8.96% | 11.12% |
YMAX: Top Represented Industries & Keywords
QOZ: Top Represented Industries & Keywords
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