Compare AU
Compare YANK vs. WCMQ
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 WCM Quality Global Growth Fund (Quoted Managed Fund) (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $9,971.75 | $5,498.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.24 | $1,348.04 |
Average age group | > 35 | > 35 |
Key Summary
YANK | WCMQ | |
|---|---|---|
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. | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.29 %) USD - UNITED STATES DOLLAR (-4.29 %) | AppLovin Corp Ordinary Shares - Class A (8.52 %) Amazon.com Inc (5.14 %) 3i Group Ord (4.26 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Information Technology (35.82 %) Other (18.60 %) Health Care (17.32 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.38 % | 1.25 % |
Key Summary
YANK | WCMQ | |
|---|---|---|
Issuer | BetaShares | WCM |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 1.25 % |
Price | $13.66 | $10.06 |
Size | $9.116 million | $396.041 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 3.86 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $9,971.75 | $5,498.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.24 | $1,348.04 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | WCMQ | |
|---|---|---|
Pros |
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Cons |
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YANK | WCMQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |