Compare AU
Compare ALFA vs. USTB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ALFA and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,023.00 | $505.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,345.37 | $529.58 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | USTB | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | United States Treasury Notes 4.625% (0.86 %) United States Treasury Notes 4.25% (0.85 %) United States Treasury Notes 4.375% (0.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.39 % | 0.19 % |
Key Summary
ALFA | USTB | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.19 % |
Price | $20.54 | $9.21 |
Size | $9.154 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 1.32 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,023.00 | $505.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,345.37 | $529.58 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | USTB | |
|---|---|---|
Pros |
| |
Cons |
|
ALFA | USTB |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |