Compare AU
Compare USD vs. ERTH
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 Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USD | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 370 |
Median incremental investment | $2,022.49 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,043.46 | $926.17 |
Average age group | > 35 | 26 - 35 |
Key Summary
USD | ERTH | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0.34 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | |
Management fee | 0.45 % | 0.55 % |
Key Summary
USD | ERTH | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $15.81 | $9.17 |
Size | $81.654 million | $96.548 million |
10Y return | 30.34 % | N/A |
Annual distribution yield (5Y) | 1.74 % | 0.58 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 370 |
Median incremental investment | $2,022.49 | $602.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,043.46 | $926.17 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USD | ERTH | |
|---|---|---|
Pros |
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Cons |
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USD | ERTH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |