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Compare YANK vs. IHWL
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 iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 53 |
Median incremental investment | $9,993.50 | $1,755.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $172.48 | $5,253.06 |
Average age group | > 35 | > 35 |
Key Summary
YANK | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | NVIDIA CORP (10.94 %) MICROSOFT CORP (9.12 %) ALPHABET INC CLASS A (2.98 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) |
Top 3 countries | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) | |
Management fee | 1.38 % | 0.12 % |
Key Summary
YANK | IHWL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Australian Dollar per U.S. Dollar | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.12 % |
Price | $12.32 | $60.62 |
Size | $5.610 million | $889.978 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 4.42 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 53 |
Median incremental investment | $9,993.50 | $1,755.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $172.48 | $5,253.06 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | IHWL | |
|---|---|---|
Pros |
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Cons |
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YANK | IHWL |
|---|---|
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 |