Compare AU

Compare YANK vs. MSTR

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 Morningstar International Shares Active ETF (Managed Fund) (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

YANK

MSTR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$9,971.75

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$190.96

$2,201.92

Average age group

> 35

> 35


Key Summary

YANK

MSTR

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.

MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares

Top 3 holdings

AUDUSD CRNCY FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (104.29 %)

USD - UNITED STATES DOLLAR (-4.29 %)

Chunghwa Telecom Co Ltd (2.97 %)

Illinois Tool Works Inc (2.36 %)

Visa Inc Class A (2.03 %)

Top 3 industries

Other (69.81 %)

Communication Services (30.19 %)

Industrials (29.41 %)

Communication Services (23.57 %)

Information Technology (21.36 %)

Top 3 countries

United States (57.24 %)

Japan (10.25 %)

Taiwan (5.63 %)

Management fee

1.38 %

0.39 %


Key Summary

YANK

MSTR

Issuer

BetaShares

Morningstar

Tracking index

Australian Dollar per U.S. Dollar

Asset class

ETF

ETF

Management fee

1.38 %

0.39 %

Price

$13.64

$9.83

Size

$9.294 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.86 %

7.65 %

Market

ASX

ASX

First listed date

24/01/2017

12/11/2019

Purchase fee

$6.50

$6.50


Community Stats

YANK

MSTR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$9,971.75

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$190.96

$2,201.92

Average age group

> 35

> 35


Pros and Cons

YANK

MSTR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

YANK

MSTR

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

Lower distribution yield

Higher distribution yield

Home