Compare AU
Compare YANK vs. QPON
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 U.S. Dollar Fund (Hedge Fund) (YANK) and the BetaShares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | QPON | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $9,971.75 | $4,650.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $190.96 | $3,651.20 |
Average age group | > 35 | > 35 |
Key Summary
YANK | QPON | |
---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1617.95m in AUM and 13 holdings. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.31 %) USD - UNITED STATES DOLLAR (-4.31 %) | COMMONWEALTH BANK OF AUSTRALIA FRN AUG-29 (10.75 %) NATIONAL AUSTRALIA BANK LTD FRN NOV-29 (10.25 %) WESTPAC BANKING CORP FRN SEP-29 (9.79 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0.22 % |
Key Summary
YANK | QPON | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Australian Dollar per U.S. Dollar | Solactive Australian Bank Senior Floating Rate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.22 % |
Price | $13.46 | $26.09 |
Size | $8.936 million | $1.620 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.69 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | QPON | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $9,971.75 | $4,650.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $190.96 | $3,651.20 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | QPON | |
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Pros |
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Cons |
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YANK | QPON |
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Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |