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Compare YANK vs. IISV
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 Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $9,993.50 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $175.84 | $5,190.90 |
Average age group | > 35 | > 35 |
Key Summary
YANK | IISV | |
|---|---|---|
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. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | AUDUSD CRNCY FUT SEP25 (0 %) AUD - AUSTRALIA DOLLAR (100.36 %) USD - UNITED STATES DOLLAR (-0.36 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (8.86 %) Amazon.com Inc (5.54 %) Rightmove PLC (5.36 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) |
Top 3 countries | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) | |
Management fee | 1.38 % | 0.97 % |
Key Summary
YANK | IISV | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | Australian Dollar per U.S. Dollar | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.97 % |
Price | $12.56 | $3.63 |
Size | $5.718 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 3.97 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $9,993.50 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $175.84 | $5,190.90 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | IISV | |
|---|---|---|
Pros |
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Cons |
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YANK | IISV |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |