Compare AU

Compare AQLT vs. IGB

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Quality ETF

ASX

Buy

Buy

Overview
Performance

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 Australian Quality ETF (AQLT) and the iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AQLT

IGB

Popularity

Low

Low

Pearlers invested

47

4

Median incremental investment

$3,025.00

$836.78

Median investment frequency

Monthly

Monthly

Median total investment

$5,395.77

$1,912.95

Average age group

> 35

26 - 35


Key Summary

AQLT

IGB

Strategy

AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability.

IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

Top 3 holdings

SPI 200 FUTURES MAR25 (0 %)

COMMONWEALTH BANK OF AUSTRALIA (6.77 %)

TELSTRA GROUP LTD (6.52 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Top 3 industries

Financials (40.43 %)

Materials (11.81 %)

Consumer Discretionary (11.06 %)

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

Australia (95.56 %)

United States (3.31 %)

China (1.13 %)

Management fee

0.35 %

0.26 %


Key Summary

AQLT

IGB

Issuer

BetaShares

iShares

Tracking index

Solactive Australia 200 Index - AUD

Bloomberg AusBond Treasury (0+Y)

Asset class

ETF

ETF

Management fee

0.35 %

0.26 %

Price

$32.31

$98.10

Size

$340.623 million

$371.076 million

10Y return

N/A

-9.07 %

Annual distribution yield (5Y)

2.46 %

1.76 %

Market

ASX

ASX

First listed date

05/04/2022

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

AQLT

IGB

Popularity

Low

Low

Pearlers invested

47

4

Median incremental investment

$3,025.00

$836.78

Median investment frequency

Monthly

Monthly

Median total investment

$5,395.77

$1,912.95

Average age group

> 35

26 - 35


Pros and Cons

AQLT

IGB

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

AQLT

IGB

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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