Compare AU
Compare USD vs. AQLT
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 U.S. Dollar ETF (USD) and the BetaShares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USD | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 37 |
Median incremental investment | $2,022.49 | $3,868.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,020.36 | $5,295.57 |
Average age group | > 35 | > 35 |
Key Summary
USD | AQLT | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0.34 %) | SPI 200 FUTURES SEP24 (0 %) TELSTRA GROUP LTD (6.82 %) COMMONWEALTH BANK OF AUSTRALIA (6.09 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Financials (37.43 %) Materials (13.28 %) Consumer Discretionary (10.82 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 0.45 % | 0.35 % |
Key Summary
USD | AQLT | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.35 % |
Price | $15.46 | $31.71 |
Size | $79.391 million | $298.519 million |
10Y return | 29.48 % | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.12 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 37 |
Median incremental investment | $2,022.49 | $3,868.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,020.36 | $5,295.57 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | AQLT | |
|---|---|---|
Pros |
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Cons |
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USD | AQLT |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |