Compare AU
Compare YANK vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | GOAT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $9,971.75 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.94 | $2,663.02 |
Average age group | > 35 | > 35 |
Key Summary
YANK | GOAT | |
---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 47.08m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.31 %) USD - UNITED STATES DOLLAR (-4.31 %) | Harmonic Drive Systems Inc (2.94 %) Rheinmetall AG (2.52 %) Julius Baer Gruppe AG (2.29 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Industrials (43.69 %) Other (19.42 %) Health Care (18.14 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 1.38 % | 0.55 % |
Key Summary
YANK | GOAT | |
---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Australian Dollar per U.S. Dollar | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.55 % |
Price | $13.56 | $28.26 |
Size | $8.936 million | $46.888 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.60 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | GOAT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $9,971.75 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.94 | $2,663.02 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | GOAT | |
---|---|---|
Pros |
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Cons |
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YANK | GOAT |
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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 |