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Compare MTUM vs. YANK
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 Australian Momentum ETF (MTUM) and the Strong USD (hedge fund) (YANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 2 |
Median incremental investment | $633.50 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,507.47 | $15,046.66 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | YANK | |
|---|---|---|
Strategy | N/A | YANK.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. YANK.AX aims to provide geared exposure to changes in the value of the U.S. dollar against the Australian dollar. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) WESTPAC BANKING CORP (7.67 %) ANZ GROUP HOLDINGS LTD (7.61 %) | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | Other (69.81 %) Communication Services (30.19 %) |
Top 3 countries | ||
Management fee | 0 % | 1.38 % |
Key Summary
MTUM | YANK | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | Stock | ETF |
Management fee | 0 % | 1.38 % |
Price | $27.66 | $10.79 |
Size | N/A | $5.886 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.19 % | 5.82 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 24/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 2 |
Median incremental investment | $633.50 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,507.47 | $15,046.66 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | YANK | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | YANK |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |