Compare AU

Compare AUST vs. IGB

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

BetaShares Managed Risk AUS Sh Fund (Managed Fund)

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 Managed Risk AUS Sh Fund (Managed Fund) (AUST) 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

AUST

IGB

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$506.85

$760.78

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,944.32

$2,215.36

Average age group

< 26

26 - 35


Key Summary

AUST

IGB

Strategy

AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 32.58m in AUM and 200 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk

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

COMMONWEALTH BANK OF AUSTRALIA (8.88 %)

BHP GROUP LTD (8.75 %)

CSL LTD (5.96 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Top 3 industries

Financials (27.49 %)

Materials (17.36 %)

Other (13.73 %)

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

Australia (85.95 %)

New Zealand (1.34 %)

Ireland (0.81 %)

Australia (99.98 %)

Management fee

0.49 %

0.26 %


Key Summary

AUST

IGB

Issuer

BetaShares

iShares

Tracking index

S&P/ASX 200 Index - AUD

Bloomberg AusBond Treasury (0+Y)

Asset class

ETF

ETF

Management fee

0.49 %

0.26 %

Price

$17.44

$96.03

Size

$32.365 million

$373.484 million

10Y return

N/A

-6.92 %

Annual distribution yield (5Y)

4.88 %

1.75 %

Market

ASX

ASX

First listed date

10/11/2015

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

AUST

IGB

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$506.85

$760.78

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,944.32

$2,215.36

Average age group

< 26

26 - 35


Pros and Cons

AUST

IGB

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

AUST

IGB

Lower exposure to AU market

Higher 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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