Compare AU
Compare BGBL 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Global Shares ETF (BGBL) and the Global X Us Treasury Bond ETF (Currency Hedged). (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BGBL | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 376 | 3 |
Median incremental investment | $2,043.35 | $504.96 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,596.19 | $572.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
BGBL | USTB | |
|---|---|---|
Strategy | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. | 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 | APPLE INC (5.30 %) MICROSOFT CORP (5.02 %) NVIDIA CORP (4.56 %) | United States Treasury Notes 4.375% (0.87 %) United States Treasury Notes 3.875% (0.85 %) United States Treasury Notes (0.84 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | |
Top 3 countries | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) | |
Management fee | 0.08 % | 0.19 % |
Key Summary
BGBL | USTB | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.08 % | 0.19 % |
Price | $73.33 | $9.24 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.25 % | 1.01 % |
Market | ASX | ASX |
First listed date | 10/05/2023 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BGBL | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 376 | 3 |
Median incremental investment | $2,043.35 | $504.96 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,596.19 | $572.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BGBL | USTB | |
|---|---|---|
Pros |
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Cons |
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BGBL | USTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |