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Compare XALG vs. YANK
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 Alphinity Global Equity Fund - Active ETF (XALG) and the Betashares Strong Us Dollar Complex ETF (YANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
XALG | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $751.00 | $10,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,725.00 | $138.74 |
Average age group | 26 - 35 | > 35 |
Key Summary
XALG | YANK | |
|---|---|---|
Strategy | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. | YANK.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. YANK.AX aims to provide geared exposure to changes in the value of the U.S. dollar against the Australian dollar. |
Top 3 holdings | NVIDIA Corp (6.81 %) Alphabet Inc Class A (5.71 %) Microsoft Corp (5.02 %) | AUDUSD CRNCY FUT SEP26 (0 %) AUD - AUSTRALIA DOLLAR (97.43 %) USD - UNITED STATES DOLLAR (2.57 %) |
Top 3 industries | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) | Other (69.81 %) Communication Services (30.19 %) |
Top 3 countries | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) | |
Management fee | 0.75 % | 1.38 % |
Key Summary
XALG | YANK | |
|---|---|---|
Issuer | Alphinity | BetaShares |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 0.75 % | 1.38 % |
Price | $10.00 | $9.91 |
Size | N/A | $5.512 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.29 % | 4.66 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 24/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XALG | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $751.00 | $10,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,725.00 | $138.74 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
XALG | YANK | |
|---|---|---|
Pros |
| |
Cons |
|
XALG | YANK |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |