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Compare YANK vs. CGHE
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 Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $9,993.50 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $149.24 | $2,532.56 |
Average age group | > 35 | > 35 |
Key Summary
YANK | CGHE | |
|---|---|---|
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. | CGHE.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 1.38 % | 0 % |
Key Summary
YANK | CGHE | |
|---|---|---|
Issuer | BetaShares | Claremont Global |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0 % |
Price | $10.66 | $1.685 |
Size | $5.732 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | - % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $9,993.50 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $149.24 | $2,532.56 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | CGHE | |
|---|---|---|
Pros |
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Cons |
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YANK | CGHE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |