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Compare FIIN vs. USHY
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 FIIN and USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FIIN | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 5 |
Median incremental investment | $723.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,179.33 | $5,824.07 |
Average age group | > 35 | > 35 |
Key Summary
FIIN | USHY | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | HDFC Bank Ltd (6.13 %) ICICI Bank Ltd (4.60 %) ICICI Bank Ltd ADR (4.58 %) | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | |
Top 3 countries | India (97.30 %) United States (2.70 %) | |
Management fee | 1.2 % | 0.3 % |
Key Summary
FIIN | USHY | |
|---|---|---|
Issuer | Fidelity | Global X |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.3 % |
Price | $8.05 | $10.57 |
Size | $6.771 million | $18.836 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 8.42 % | 4.62 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 5 |
Median incremental investment | $723.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,179.33 | $5,824.07 |
Average age group | > 35 | > 35 |
Pros and Cons
FIIN | USHY | |
|---|---|---|
Pros |
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Cons |
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FIIN | USHY |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |