Compare AU

Compare YANK vs. GOAT

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Strong U.S. Dollar Fund (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

YANK

GOAT

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

Home