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Compare AU
Compare IAF vs. USD
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 iShares Core Composite Bond ETF (IAF) and the Betashares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IAF | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 552 | 5 |
Median incremental investment | $1,065.89 | $1,873.55 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,931.90 | $939.84 |
Average age group | > 35 | > 35 |
Key Summary
IAF | USD | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.42 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) |
Top 3 industries | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | ||
Management fee | 0.15 % | 0.45 % |
Key Summary
IAF | USD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.45 % |
Price | $101.14 | $14.24 |
Size | $3.684 billion | $53.112 million |
10Y return | -4.91 % | 8.95 % |
Annual distribution yield (5Y) | 2.07 % | 2.54 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 552 | 5 |
Median incremental investment | $1,065.89 | $1,873.55 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,931.90 | $939.84 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | USD | |
|---|---|---|
Pros |
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Cons |
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IAF | USD |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |