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Compare BGBL vs. USTB

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

BetaShares Global Shares 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 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

382

3

Median incremental investment

$2,043.65

$504.96

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,619.31

$565.44

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% (0.90 %)

United States Treasury Notes (0.88 %)

United States Treasury Notes 4.5% (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

$73.49

$9.12

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

382

3

Median incremental investment

$2,043.65

$504.96

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,619.31

$565.44

Average age group

26 - 35

> 35


Pros and Cons

BGBL

USTB

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

BGBL

USTB

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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