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Compare AU
Compare RIIF 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 Resolution Gbl Listed Infra Fund - Active ETF (RIIF) 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
RIIF | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 5 |
Median incremental investment | $2,846.75 | $1,934.04 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,901.65 | $922.02 |
Average age group | > 35 | > 35 |
Key Summary
RIIF | USD | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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 | H2O America (8.27 %) SSE PLC (7.61 %) Entergy Corp (7.04 %) | USD - UNITED STATES DOLLAR (99.99 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Utilities (77.98 %) Energy (12.00 %) Other (10.02 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (14.39 %) Italy (6.84 %) | |
Management fee | 0 % | 0.45 % |
Key Summary
RIIF | USD | |
|---|---|---|
Issuer | Resolution Capital | BetaShares |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.45 % |
Price | $1.31 | $13.97 |
Size | N/A | $56.180 million |
10Y return | N/A | 4.18 % |
Annual distribution yield (5Y) | 4.08 % | 2.54 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 5 |
Median incremental investment | $2,846.75 | $1,934.04 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,901.65 | $922.02 |
Average age group | > 35 | > 35 |
Pros and Cons
RIIF | USD | |
|---|---|---|
Pros |
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Cons |
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RIIF | USD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |