YMAX vs. SMLL ETF Comparison
Comparison of BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX) to BetaShares Australian Small Companies Select Fund (SMLL)
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
$7.85
Average Daily Volume
86,009
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
SMLL
BetaShares Australian Small Companies Select Fund
SMLL Description
SMLL’s portfolio is constructed using various screens aiming to identify companies with positive earnings and a strong ability to service debt. Relative valuation metrics, price momentum and liquidity are also evaluated as part of the stock selection process. The Fund does not aim to track an index.Grade (RS Rating)
Last Trade
$3.59
Average Daily Volume
53,420
Number of Holdings
*
5
* may have additional holdings in another (foreign) market
Performance
| Period | YMAX | SMLL |
|---|---|---|
| 30 Days | 3.97% | 1.99% |
| 60 Days | 1.39% | -1.64% |
| 90 Days | 2.95% | 1.70% |
| 12 Months | 13.29% | 6.63% |
0 Overlapping Holdings
| Symbol | Grade | Weight in YMAX | Weight in SMLL | Overlap |
|---|
YMAX: Top Represented Industries & Keywords
SMLL: Top Represented Industries & Keywords
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