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Compare YANK vs. ADEF
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 Strong Us Dollar Complex ETF (YANK) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $9,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $161.56 | $0 |
Average age group | > 35 | N/A |
Key Summary
YANK | ADEF | |
|---|---|---|
Strategy | 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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0 % |
Key Summary
YANK | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | Australian Dollar per U.S. Dollar | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0 % |
Price | $11.60 | $6.44 |
Size | $5.247 million | $17.097 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 0.32 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $9,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $161.56 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
YANK | ADEF | |
|---|---|---|
Pros |
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Cons |
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YANK | ADEF |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |