Back
Compare AU
Compare HVST 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, shares and ETFs are a popular choice. Two options in the ASX are HVST and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVST | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 75 | 5 |
Median incremental investment | $988.10 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,968.48 | $2,564.64 |
Average age group | > 35 | > 35 |
Key Summary
HVST | USTB | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | SPI 200 FUTURES MAR26 (0 %) BETASHARES AUSTRALIA 200 ETF (25.18 %) BETASHARES AUSTRALIAN RESOURCE (12.25 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | |
Management fee | 0.65 % | 0.19 % |
Key Summary
HVST | USTB | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.19 % |
Price | $13.67 | $9.36 |
Size | $289.947 million | N/A |
10Y return | -34.12 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.35 % | 2.26 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 75 | 5 |
Median incremental investment | $988.10 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,968.48 | $2,564.64 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | USTB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HVST | 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 |