Compare AU
Compare IUSG vs. DVDY
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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) and the VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IUSG | DVDY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 54 |
Median incremental investment | $0 | $637.03 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,679.73 |
Average age group | N/A | > 35 |
Key Summary
IUSG | DVDY | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) | Pinnacle Investment Management Group Ltd (6.12 %) Brambles Ltd (4.99 %) Charter Hall Group (4.80 %) |
Top 3 industries | Industrials (37.76 %) Financials (23.52 %) Real Estate (10.28 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.26 % | 0.35 % |
Key Summary
IUSG | DVDY | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | Morningstar Australia Dividend Yield Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.35 % |
Price | $101.77 | $22.99 |
Size | $6.532 million | $67.940 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 4.42 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | DVDY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 54 |
Median incremental investment | $0 | $637.03 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,679.73 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | DVDY | |
|---|---|---|
Pros |
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Cons |
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IUSG | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |