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Compare YANK vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $9,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $140.14 | $0 |
Average age group | > 35 | N/A |
Key Summary
YANK | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | Scentre Group (6.86 %) APA Group (5.86 %) Aurizon Holdings Ltd (5.83 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | |
Management fee | 1.38 % | 0 % |
Key Summary
YANK | R3AL | |
|---|---|---|
Issuer | BetaShares | Martin Currie |
Tracking index | Australian Dollar per U.S. Dollar | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0 % |
Price | $10.01 | $1.615 |
Size | $5.661 million | $485.349 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 4.17 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $9,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $140.14 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
YANK | R3AL | |
|---|---|---|
Pros |
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Cons |
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YANK | R3AL |
|---|---|
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 |