Compare AU

Compare IGB vs. EX20

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

iShares Treasury ETF

ASX

Buy

Buy

Overview
Performance

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 Treasury ETF (IGB) and the BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IGB

EX20

Popularity

Low

Low

Pearlers invested

4

24

Median incremental investment

$836.78

$1,992.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,915.10

$3,746.25

Average age group

26 - 35

> 35


Key Summary

IGB

EX20

Strategy

IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.

Top 3 holdings

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

BRAMBLES LTD (2.92 %)

SUNCORP GROUP LTD (2.79 %)

RESMED INC (2.70 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Materials (15.54 %)

Financials (15.20 %)

Industrials (13.30 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Management fee

0.26 %

0.25 %


Key Summary

IGB

EX20

Issuer

iShares

BetaShares

Tracking index

Bloomberg AusBond Treasury (0+Y)

Nasdaq Australia Completion Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.26 %

0.25 %

Price

$98.10

$22.45

Size

$371.076 million

$371.232 million

10Y return

-9.07 %

N/A

Annual distribution yield (5Y)

1.76 %

3.49 %

Market

ASX

ASX

First listed date

14/03/2012

07/10/2016

Purchase fee

$6.50

$6.50


Community Stats

IGB

EX20

Popularity

Low

Low

Pearlers invested

4

24

Median incremental investment

$836.78

$1,992.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,915.10

$3,746.25

Average age group

26 - 35

> 35


Pros and Cons

IGB

EX20

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IGB

EX20

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home