Compare AU
Compare USD vs. BNKS
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 Global Banks Currency Hedged ETF (BNKS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USD | BNKS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 16 |
Median incremental investment | $1,978.27 | $1,107.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,023.75 | $3,007.06 |
Average age group | > 35 | > 35 |
Key Summary
USD | BNKS | |
---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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. | BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0.00 %) | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Other (84.63 %) Communication Services (33.49 %) Financials (12.13 %) |
Top 3 countries | United States (34.16 %) Canada (15.63 %) Japan (8.37 %) | |
Management fee | 0.45 % | 0.57 % |
Key Summary
USD | BNKS | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.57 % |
Price | $15.79 | $9.15 |
Size | $83.399 million | $69.497 million |
10Y return | 25.92 % | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.35 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 01/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | BNKS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 16 |
Median incremental investment | $1,978.27 | $1,107.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,023.75 | $3,007.06 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | BNKS | |
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Pros |
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Cons |
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USD | BNKS |
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Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |