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Compare FIIN 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 Fidelity India Active ETF (FIIN) 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
FIIN | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 5 |
Median incremental investment | $754.36 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,134.01 | $2,542.72 |
Average age group | > 35 | > 35 |
Key Summary
FIIN | USTB | |
|---|---|---|
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 | 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 | HDFC Bank Ltd (6.13 %) ICICI Bank Ltd (4.60 %) ICICI Bank Ltd ADR (4.58 %) | United States Treasury Bonds 4.75% (1.62 %) United States Treasury Notes 4.625% (0.81 %) United States Treasury Notes 4.25% (0.79 %) |
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 % | 0.19 % |
Key Summary
FIIN | USTB | |
|---|---|---|
Issuer | Fidelity | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.19 % |
Price | $7.47 | $9.27 |
Size | $6.507 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 2.26 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 5 |
Median incremental investment | $754.36 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,134.01 | $2,542.72 |
Average age group | > 35 | > 35 |
Pros and Cons
FIIN | USTB | |
|---|---|---|
Pros |
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Cons |
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FIIN | USTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |