Compare AU

Compare YANK vs. HJZP

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 Hejaz Property Fund (Managed Fund) (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YANK

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$9,971.75

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$192.08

$1,660.50

Average age group

> 35

26 - 35


Key Summary

YANK

HJZP

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.

HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS).

Top 3 holdings

AUDUSD CRNCY FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (104.29 %)

USD - UNITED STATES DOLLAR (-4.29 %)

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Top 3 industries

Other (69.81 %)

Communication Services (30.19 %)

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

1.38 %

1.5 %


Key Summary

YANK

HJZP

Issuer

BetaShares

M&G

Tracking index

Australian Dollar per U.S. Dollar

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.38 %

1.5 %

Price

$13.64

$0.83

Size

$9.294 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.86 %

0.16 %

Market

ASX

ASX

First listed date

24/01/2017

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

YANK

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$9,971.75

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$192.08

$1,660.50

Average age group

> 35

26 - 35


Pros and Cons

YANK

HJZP

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

YANK

HJZP

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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