Compare AU
Compare YANK vs. GEAR
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 U.S. Dollar Fund (Hedge Fund) (YANK) and the BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 192 |
Median incremental investment | $9,971.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $192.08 | $2,319.22 |
Average age group | > 35 | 26 - 35 |
Key Summary
YANK | GEAR | |
---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 486.11m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.31 %) USD - UNITED STATES DOLLAR (-4.31 %) | COMMONWEALTH BANK OF AUSTRALIA (24.72 %) BHP GROUP LTD (19.24 %) CSL LTD (12.66 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Other (37.83 %) Financials (21.49 %) Materials (11.52 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 1.38 % | 0.8 % |
Key Summary
YANK | GEAR | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.8 % |
Price | $13.71 | $33.35 |
Size | $8.936 million | $482.727 million |
10Y return | N/A | 48.09 % |
Annual distribution yield (5Y) | 3.86 % | 8.59 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 192 |
Median incremental investment | $9,971.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $192.08 | $2,319.22 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YANK | GEAR | |
---|---|---|
Pros |
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Cons |
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YANK | GEAR |
---|---|
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 |
Lower distribution yield | Higher distribution yield |