Compare AU
Compare IBAL 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 iShares Balanced Esg ETF (IBAL) 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
IBAL | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $505.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $961.29 | $531.88 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | USTB | |
|---|---|---|
Strategy | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . | 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 | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) | United States Treasury Notes 4.625% (0.86 %) United States Treasury Notes 4.25% (0.85 %) United States Treasury Notes 4.375% (0.85 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.22 % | 0.19 % |
Key Summary
IBAL | USTB | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.19 % |
Price | $29.37 | $9.21 |
Size | $17.756 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.53 % | 1.32 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $993.50 | $505.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $961.29 | $531.88 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | USTB | |
|---|---|---|
Pros |
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Cons |
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IBAL | 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 distribution yield | Lower distribution yield |