Compare AU

Compare IUSG vs. MOGL

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

iShares U.S. Treasury Bond (Aud Hedged) 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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) and the Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IUSG

MOGL

Popularity

N/A

Low

Pearlers invested

0

4

Median incremental investment

$0

$295.25

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$12,918.06

Average age group

N/A

> 35


Key Summary

IUSG

MOGL

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

N/A

Top 3 holdings

iShares $ Treasury Bond ETF AUD H Dist (99.99 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Financials (29.48 %)

Information Technology (27.35 %)

Communication Services (22.15 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.26 %

N/A


Key Summary

IUSG

MOGL

Issuer

iShares

N/A

Tracking index

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

N/A

Asset class

ETF

Stock

Management fee

0.26 %

N/A

Price

$99.82

$5.16

Size

$6.493 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.67 %

4.59 %

Market

ASX

ASX

First listed date

21/09/2023

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

IUSG

MOGL

Popularity

N/A

Low

Pearlers invested

0

4

Median incremental investment

$0

$295.25

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$12,918.06

Average age group

N/A

> 35


Pros and Cons

IUSG

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

IUSG

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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