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Compare EIGA 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 Perennial Income Generator Active ETF (EIGA) and the Global X Us Treasury Bond (Currency Hedged) ETF (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EIGA | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 3 |
Median incremental investment | $543.50 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,207.80 | $578.46 |
Average age group | > 35 | > 35 |
Key Summary
EIGA | USTB | |
|---|---|---|
Strategy | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). | 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 | BHP Group Ltd (10.70 %) Commonwealth Bank of Australia (9.53 %) Rio Tinto Ltd (4.89 %) | United States Treasury Notes 4.625% (0.82 %) United States Treasury Notes 4.375% (0.81 %) United States Treasury Notes 4.25% (0.80 %) |
Top 3 industries | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) | |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.8 % | 0.19 % |
Key Summary
EIGA | USTB | |
|---|---|---|
Issuer | Perennial | Global X |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.19 % |
Price | $3.63 | $9.33 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.54 % | 2.18 % |
Market | ASX | ASX |
First listed date | 07/05/2018 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EIGA | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 3 |
Median incremental investment | $543.50 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,207.80 | $578.46 |
Average age group | > 35 | > 35 |
Pros and Cons
EIGA | USTB | |
|---|---|---|
Pros |
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Cons |
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EIGA | 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 |