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Compare YANK vs. IOZ
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 S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 972 |
Median incremental investment | $10,000.00 | $997.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,046.66 | $2,850.32 |
Average age group | > 35 | > 35 |
Key Summary
YANK | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | |
Management fee | 1.38 % | 0.05 % |
Key Summary
YANK | IOZ | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Australian Dollar per U.S. Dollar | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.05 % |
Price | $10.79 | $34.76 |
Size | $5.886 million | $8.205 billion |
10Y return | N/A | 69.31 % |
Annual distribution yield (5Y) | 5.82 % | 3.84 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 972 |
Median incremental investment | $10,000.00 | $997.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,046.66 | $2,850.32 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | IOZ | |
|---|---|---|
Pros |
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Cons |
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YANK | IOZ |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |