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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, 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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs 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 | $10,000.00 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $144.20 | $3,710.70 |
Average age group | > 35 | > 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 | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | Deterra Royalties Ltd Ordinary Shares (8.33 %) Reliance Worldwide Corp Ltd (6.24 %) GPT Group (6.17 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | |
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 | $10.15 | $2.83 |
Size | $5.868 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 9.52 % |
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 | $10,000.00 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $144.20 | $3,710.70 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | GIVE | |
|---|---|---|
Pros |
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Cons |
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YANK | GIVE |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |