YMAX vs. SWTZ ETF Comparison
Comparison of BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX) to Swtzdivgro Tmf Units (SWTZ)
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
$7.55
Average Daily Volume
79,164
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
SWTZ
Swtzdivgro Tmf Units
SWTZ Description
The Switzer Dividend Growth Fund aims to provide Australian resident investors with tax effective income and long term capital growth by investing in a core portfolio of blue-chip Australian shares1. The portfolio will be managed with the aim of delivering capital returns in line with the market while providing investors with an attractive income stream that is franked to a material extent.Grade (RS Rating)
Last Trade
$2.55
Average Daily Volume
20,714
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
| Period | YMAX | SWTZ |
|---|---|---|
| 30 Days | -1.87% | -2.75% |
| 60 Days | -1.23% | -2.09% |
| 90 Days | 1.50% | 1.31% |
| 12 Months | 7.53% | 1.88% |
YMAX Overweight 1 Positions Relative to SWTZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| WOW | F | 4.45% |
YMAX Underweight 1 Positions Relative to SWTZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| SUN | A | -2.72% |
YMAX: Top Represented Industries & Keywords
SWTZ: Top Represented Industries & Keywords
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