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Compare YANK vs. INIF
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 Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
YANK | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $10,000.00 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $138.60 | $8,261.48 |
Average age group | > 35 | > 35 |
Key Summary
YANK | INIF | |
|---|---|---|
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. | INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods. |
Top 3 holdings | AUDUSD CRNCY FUT JUN26 (0 %) AUD - AUSTRALIA DOLLAR (102.21 %) USD - UNITED STATES DOLLAR (-2.21 %) | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) |
Top 3 industries | Other (69.81 %) Communication Services (30.19 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) | |
Management fee | 1.38 % | 0.97 % |
Key Summary
YANK | INIF | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.97 % |
Price | $9.90 | $2.98 |
Size | $6.430 million | $68.566 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 5.63 % |
Market | ASX | ASX |
First listed date | 24/01/2017 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YANK | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $10,000.00 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $138.60 | $8,261.48 |
Average age group | > 35 | > 35 |
Pros and Cons
YANK | INIF | |
|---|---|---|
Pros |
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Cons |
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YANK | INIF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |