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Compare AU
Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 515 | 5 |
Median incremental investment | $645.05 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,158.45 | $1,513.12 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | USD | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global® Robotics and Automation Index (the “Index”) | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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 | Rockwell Automation Inc (2.02 %) Intuitive Surgical Inc (1.98 %) Symbotic Inc Ordinary Shares - Class A (1.97 %) | AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Information Technology (49.47 %) Industrials (39.87 %) Consumer Staples (15.08 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | |
Management fee | 0.82 % | 0.45 % |
Key Summary
ROBO | USD | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | ROBO Global Robotics and Automation TR Index | |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.45 % |
Price | $77.05 | $15.44 |
Size | $221.770 million | $73.818 million |
10Y return | N/A | 22.15 % |
Annual distribution yield (5Y) | 3.87 % | 1.74 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 515 | 5 |
Median incremental investment | $645.05 | $1,917.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,158.45 | $1,513.12 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | USD | |
|---|---|---|
Pros |
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Cons |
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ROBO | USD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |