Back
Compare AU
Compare USD vs. FAIR
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 Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USD | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 1,178 |
Median incremental investment | $1,917.72 | $776.80 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,494.50 | $1,790.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
USD | FAIR | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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. | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. |
Top 3 holdings | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) | SPI 200 FUTURES DEC25 (0 %) TELSTRA GROUP LTD (4.38 %) WOOLWORTHS GROUP LTD (4.25 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Financials (17.63 %) Real Estate (17.44 %) Health Care (16.08 %) |
Top 3 countries | Australia (89.09 %) New Zealand (6.19 %) United States (4.72 %) | |
Management fee | 0.45 % | 0.49 % |
Key Summary
USD | FAIR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Australian Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.49 % |
Price | $15.25 | $20.82 |
Size | $67.169 million | $1.272 billion |
10Y return | 10.35 % | N/A |
Annual distribution yield (5Y) | 2.54 % | 2.82 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 29/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 1,178 |
Median incremental investment | $1,917.72 | $776.80 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,494.50 | $1,790.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USD | FAIR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
USD | FAIR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |