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HYLDBetashares · Equity - Australia Sectors · Equity · Australia

Betashares S&P Australian Shares High Yield ETF

Fee p.a.
0.25%
ASX report
Fund size
A$106m
12m flow A$97m
Yield
4.3%
12 payments / yr
Volatility 3y
11.5%
annualised
Max DD 3y
−4.9%
all-time −4.9%
Listed
2025
5 Aug 2025 · spread 0.07%

Growth of $10,000

Since listing, distributions reinvested
$10k$10k$10k$10k$10k$11k$11k$11k$11k$11k20252026
$10,000 at listing$11,071 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−2.5%
4.2%
3 months
3.4%
6 months
3.7%
Year to date
11.3%
1 year
11.4%
20.7%
3 years p.a.
5 years p.a.
10 years p.a.
Since listing p.a.
16.9%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y Vol 1y 11.2%Vol 5y 11.5%Max DD 1y −4.9%Max DD 5y −4.9%Best year positive years

Calendar-year returns

2026
11.3%

Where the money is

Look-through exposure as at 2 Sept 2026 · 49 securities · top 10 = 69.0%

Country

Australia100.0%

Sector

Financials41.7%
Materials20.5%
Energy13.0%
Industrials6.8%
Consumer Discretionary5.4%
Communication Services4.8%
Utilities4.3%
Consumer Staples2.6%
Health Care0.9%

Top holdings

BHP GROUP LTDAustralia
10.8%
ANZ GROUP HOLDINGS LTDAustralia
9.6%
NATIONAL AUSTRALIA BANK LTDAustralia
9.2%
WESTPAC BANKING CORPAustralia
9.2%
WOODSIDE ENERGY GROUP LTDAustralia
7.7%
RIO TINTO LTDAustralia
5.4%
MACQUARIE GROUP LTDAustralia
4.8%
TELSTRA GROUP LTDAustralia
4.2%
WESFARMERS LTDAustralia
4.2%
TRANSURBAN GROUPAustralia
3.8%
SANTOS LTDAustralia
3.4%
QBE INSURANCE GROUP LTDAustralia
2.5%
FORTESCUE METALS GROUP LTDAustralia
2.2%
ORIGIN ENERGY LTDAustralia
2.2%
COLES GROUP LTDAustralia
2.1%

Top 15 of 49 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
iShares Global High Yield Bond (AUD Hedged) ETF
0.56%
99%
0.22
Global X S&P/ASX 200 High Dividend ETF
0.24%
75%
0.87
Vanguard Australian Shares High Yield ETF
0.25%
73%
0.89
iShares S&P/ASX Dividend Opportunities ESG Screened ETF
0.23%
66%
0.87
VanEck MSCI Australian Quality Plus ETF
0.35%
62%
0.59
Betashares Australian Top 20 Equities Yield Maximiser Complex ETF
0.64%
60%
0.78
Vanguard MSCI Australian Large Companies Index ETF
0.20%
59%
0.84
Betashares FTSE RAFI Australia 200 ETF
0.40%
58%
0.80
SPDR S&P/ASX 50 ETF
0.20%
56%
0.81
iShares Edge MSCI Australia Minimum Volatility ETF
0.30%
54%
0.71
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