Back
Compare AU
Compare LEVR 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 First Sentier Geared Australian Share Complex ETF (LEVR) 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
LEVR | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $3,056.34 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,836.08 | $1,494.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
LEVR | USD | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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 | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | ||
Management fee | 0 % | 0.45 % |
Key Summary
LEVR | USD | |
|---|---|---|
Issuer | First Sentier | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.45 % |
Price | $1.555 | $15.23 |
Size | N/A | $67.560 million |
10Y return | N/A | 11.01 % |
Annual distribution yield (5Y) | 2.50 % | 2.54 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $3,056.34 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,836.08 | $1,494.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
LEVR | USD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
LEVR | USD |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |