Compare AU

Compare FIIN vs. USTB

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

Fidelity India Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are FIIN and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FIIN

USTB

Popularity

Low

Low

Pearlers invested

8

3

Median incremental investment

$666.55

$504.96

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,432.26

$569.16

Average age group

26 - 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

Fidelity India Active ETF (100 %)

Global X Us Treasury Bond ETF (Currency Hedged). (100 %)

Top 3 industries

Top 3 countries

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

$9.81

$9.18

Size

$3.955 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

2.16 %

1.17 %

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

8

3

Median incremental investment

$666.55

$504.96

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,432.26

$569.16

Average age group

26 - 35

> 35


Pros and Cons

FIIN

USTB

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

FIIN

USTB

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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