Compare AU
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 U.S. Dollar Fund (Hedge Fund) (YANK) and the SPDR S&P World Ex Australia Carbon Control Fund (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 | 11 |
Median incremental investment | $9,971.75 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.94 | $2,563.77 |
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 433.0m in AUM and 783 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.31 %) USD - UNITED STATES DOLLAR (-4.31 %) | Apple Inc (5.39 %) Microsoft Corp (4.38 %) NVIDIA Corp (4.01 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Information Technology (55.23 %) Communication Services (16.25 %) Consumer Discretionary (9.29 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 1.38 % | 0.07 % |
Key Summary
YANK | WXOZ | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Australian Dollar per U.S. Dollar | S&P Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.07 % |
Price | $13.56 | $50.15 |
Size | $8.936 million | $437.861 million |
10Y return | N/A | 104.36 % |
Annual distribution yield (5Y) | 3.86 % | 5.73 % |
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 | 11 |
Median incremental investment | $9,971.75 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $191.94 | $2,563.77 |
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 |