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Compare YANK vs. SWTZ
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 Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $9,993.50 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $172.48 | $2,457.95 |
Average age group | > 35 | > 35 |
Key Summary
YANK | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0.89 % |
Key Summary
YANK | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.89 % |
Price | $12.32 | $2.43 |
Size | $5.610 million | $59.639 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 5.22 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $9,993.50 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $172.48 | $2,457.95 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | SWTZ | |
|---|---|---|
Pros |
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Cons |
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YANK | SWTZ |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |