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Compare YANK vs. WXOZ
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 SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 19 |
Median incremental investment | $9,993.50 | $1,219.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $167.44 | $4,970.88 |
Average age group | > 35 | > 35 |
Key Summary
YANK | WXOZ | |
|---|---|---|
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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 562.16m in AUM and 687 holdings. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) | NVIDIA Corp (6.60 %) Apple Inc (5.87 %) Microsoft Corp (4.40 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 1.38 % | 0.04 % |
Key Summary
YANK | WXOZ | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Australian Dollar per U.S. Dollar | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.04 % |
Price | $11.82 | $51.61 |
Size | $5.513 million | $641.500 million |
10Y return | N/A | 108.36 % |
Annual distribution yield (5Y) | 5.82 % | 6.71 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 19 |
Median incremental investment | $9,993.50 | $1,219.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $167.44 | $4,970.88 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | WXOZ | |
|---|---|---|
Pros |
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Cons |
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YANK | WXOZ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |