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Compare AU
Compare ATEC vs. USD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares S&P/ASX Australian Technology ETF (ATEC) and the Betashares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 5 |
Median incremental investment | $993.50 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,264.50 | $1,475.88 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | USD | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 396.81m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | PRO MEDICUS LTD (10.89 %) WISETECH GLOBAL LTD (10.51 %) XERO LTD (10.30 %) | AUD - AUSTRALIA DOLLAR (0.20 %) |
Top 3 industries | Information Technology (46.67 %) Communication Services (22.40 %) Health Care (10.90 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | |
Management fee | 0.48 % | 0.45 % |
Key Summary
ATEC | USD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.45 % |
Price | $32.06 | $15.10 |
Size | $401.870 million | $69.278 million |
10Y return | N/A | 12.52 % |
Annual distribution yield (5Y) | 1.29 % | 2.54 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 5 |
Median incremental investment | $993.50 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,264.50 | $1,475.88 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | USD | |
|---|---|---|
Pros |
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Cons |
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ATEC | USD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |