Compare AU
Compare YANK vs. EX20
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 BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $9,971.75 | $1,765.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.24 | $3,589.64 |
Average age group | > 35 | > 35 |
Key Summary
YANK | EX20 | |
|---|---|---|
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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 386.32m in AUM and 181 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.29 %) USD - UNITED STATES DOLLAR (-4.29 %) | BRAMBLES LTD (3.26 %) XERO LTD (2.63 %) RESMED INC (2.57 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Materials (16.45 %) Financials (14.26 %) Industrials (13.94 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | |
Management fee | 1.38 % | 0.25 % |
Key Summary
YANK | EX20 | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Australian Dollar per U.S. Dollar | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.25 % |
Price | $13.66 | $20.87 |
Size | $9.116 million | $391.061 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 3.49 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $9,971.75 | $1,765.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.24 | $3,589.64 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | EX20 | |
|---|---|---|
Pros |
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Cons |
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YANK | EX20 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |