Back
Compare AU
Compare AUMF 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 AUMF and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 5 |
Median incremental investment | $383.58 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $907.20 | $2,545.46 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | USTB | |
|---|---|---|
Strategy | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 152.02m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. | 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 | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | |
Management fee | 0.3 % | 0.19 % |
Key Summary
AUMF | USTB | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.19 % |
Price | $38.39 | $9.29 |
Size | $145.906 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.14 % | 2.26 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 5 |
Median incremental investment | $383.58 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $907.20 | $2,545.46 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | USTB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AUMF | USTB |
|---|---|
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 |