Compare AU
Compare YANK vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $9,971.75 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $192.08 | $873.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
YANK | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 53.59m in AUM and 46 holdings. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.29 %) USD - UNITED STATES DOLLAR (-4.29 %) | Meta Platforms Inc Class A (7.97 %) Amazon.com Inc (6.42 %) Tesla Inc (6.16 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Consumer Discretionary (34.71 %) Communication Services (34.55 %) Information Technology (24.12 %) |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 1.38 % | 0.99 % |
Key Summary
YANK | LSGE | |
|---|---|---|
Issuer | BetaShares | Loomis Sayles |
Tracking index | Australian Dollar per U.S. Dollar | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.99 % |
Price | $13.72 | $3.44 |
Size | $9.116 million | $52.131 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 0.71 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $9,971.75 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $192.08 | $873.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YANK | LSGE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
YANK | LSGE |
|---|---|
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 |