Compare AU
Compare YANK vs. AUMF
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 iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $9,971.75 | $137.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.24 | $2,628.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
YANK | AUMF | |
|---|---|---|
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. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 86.13m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.29 %) USD - UNITED STATES DOLLAR (-4.29 %) | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 1.38 % | 0.3 % |
Key Summary
YANK | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Australian Dollar per U.S. Dollar | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.3 % |
Price | $13.67 | $33.75 |
Size | $9.116 million | $86.317 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 5.35 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $9,971.75 | $137.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.24 | $2,628.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YANK | AUMF | |
|---|---|---|
Pros |
| |
Cons |
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YANK | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |