Compare AU

Compare USD vs. AQLT

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares U.S. Dollar ETF

ASX

Buy

Buy

Overview
Performance

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

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

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

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