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Compare YANK vs. SSO
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 State Street SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $10,000.00 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $143.78 | $1,410.00 |
Average age group | > 35 | > 35 |
Key Summary
YANK | SSO | |
|---|---|---|
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. | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 24.78m in AUM and 200 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | AUDUSD CRNCY FUT SEP26 (0 %) AUD - AUSTRALIA DOLLAR (97.37 %) USD - UNITED STATES DOLLAR (2.63 %) | Vault Minerals Ltd (1.89 %) Ventia Services Group Ltd (1.64 %) Codan Ltd (1.62 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) | |
Management fee | 1.38 % | 0.5 % |
Key Summary
YANK | SSO | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | Australian Dollar per U.S. Dollar | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.5 % |
Price | $10.27 | $15.00 |
Size | $5.706 million | $27.861 million |
10Y return | N/A | 14.85 % |
Annual distribution yield (5Y) | 4.66 % | 5.93 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $10,000.00 | $1,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $143.78 | $1,410.00 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | SSO | |
|---|---|---|
Pros |
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Cons |
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YANK | SSO |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |