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YMAXBetashares · Equity - Australia Strategy · Equity · Australia
Betashares Australian Top 20 Equities Yield Maximiser Complex ETF
Fee p.a.
0.64%
ASX report
Fund size
A$691m
12m flow A$103m
Yield
8.9%
10 payments / yr
Volatility 3y
10.8%
annualised
Max DD 3y
−11.9%
all-time −32.0%
Listed
2012
26 Nov 2012 · spread 0.18%
$10k$12k$14k$16k$18k$20k$22k$24k20122014201620182020202220242026
Performance
Period
Total
ASX
1 month
−2.0%
3.3%
3 months
2.6%
—
6 months
2.0%
—
Year to date
5.4%
—
1 year
3.6%
6.2%
3 years p.a.
7.9%
9.8%
5 years p.a.
6.5%
8.7%
10 years p.a.
6.9%
—
Since listing p.a.
6.4%
—
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 0.36Vol 1y 11.1%Vol 5y 11.3%Max DD 1y −6.8%Max DD 5y −12.7%Best year 17.1%77% positive years
Calendar-year returns
2013
17.1%
2014
3.3%
2015
−3.7%
2016
6.8%
2017
6.4%
2018
−3.7%
2019
14.4%
2020
−2.7%
2021
15.0%
2022
3.6%
2023
12.8%
2024
9.1%
2025
2.5%
2026
5.4%
Where the money is
Look-through exposure as at 2 Sept 2026 · 20 securities · top 10 = 77.4%
Country
Australia100.0%
Sector
Financials43.5%
Materials24.4%
Consumer Discretionary7.0%
Energy5.3%
Health Care4.9%
Consumer Staples4.7%
Industrials4.0%
Real Estate3.1%
Communication Services3.1%
Top holdings
BHP GROUP LTDAustralia
19.1%
COMMONWEALTH BANK OF AUSTRALIAAustralia
15.4%
NATIONAL AUSTRALIA BANK LTDAustralia
6.9%
WESTPAC BANKING CORPAustralia
6.8%
ANZ GROUP HOLDINGS LTDAustralia
6.6%
MACQUARIE GROUP LTDAustralia
5.5%
WESFARMERS LTDAustralia
5.1%
CSL LTDAustralia
4.8%
WOODSIDE ENERGY GROUP LTDAustralia
3.6%
RIO TINTO LTDAustralia
3.6%
GOODMAN GROUPAustralia
3.1%
TELSTRA GROUP LTDAustralia
3.1%
WOOLWORTHS GROUP LTDAustralia
2.8%
TRANSURBAN GROUPAustralia
2.5%
QBE INSURANCE GROUP LTDAustralia
2.0%
Top 15 of 20 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