Compare AU
Compare YANK vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are YANK and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
YANK | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $9,971.75 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $191.24 | $767.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
YANK | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.29 %) USD - UNITED STATES DOLLAR (-4.29 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.65 % |
Key Summary
YANK | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | Australian Dollar per U.S. Dollar | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.65 % |
Price | $13.66 | $3.07 |
Size | $9.116 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.86 % | 6.02 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $9,971.75 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $191.24 | $767.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YANK | GIVE | |
|---|---|---|
Pros |
| |
Cons |
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YANK | GIVE |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |