Compare AU
Compare YANK vs. WRLD
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 Managed Risk Global Share Fund (Managed Fund) (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $9,971.75 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $192.08 | $2,924.22 |
Average age group | > 35 | 26 - 35 |
Key Summary
YANK | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.31 %) USD - UNITED STATES DOLLAR (-4.31 %) | APPLE INC (4.94 %) MICROSOFT CORP (4.38 %) NVIDIA CORP (4.36 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Other (28.35 %) Information Technology (23.10 %) Financials (9.31 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 1.38 % | 0.54 % |
Key Summary
YANK | WRLD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.54 % |
Price | $13.72 | $21.19 |
Size | $8.936 million | $51.790 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 1.57 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $9,971.75 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $192.08 | $2,924.22 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YANK | WRLD | |
|---|---|---|
Pros |
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Cons |
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YANK | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |