Compare AU

Compare IUSG vs. QMIX

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 SPDR MSCI World Quality Mix Fund (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IUSG

QMIX

Popularity

N/A

Low

Pearlers invested

0

16

Median incremental investment

$0

$2,500.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,118.84

Average age group

N/A

> 35


Key Summary

IUSG

QMIX

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

QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested.

Top 3 holdings

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

Apple Inc (2.70 %)

Microsoft Corp (2.54 %)

Meta Platforms Inc Class A (2.05 %)

Top 3 industries

Information Technology (43.56 %)

Communication Services (20.98 %)

Health Care (13.91 %)

Top 3 countries

United States (67.46 %)

Japan (7.23 %)

United Kingdom of Great Britain and Northern Ireland (3.87 %)

Management fee

0.26 %

0.18 %


Key Summary

IUSG

QMIX

Issuer

iShares

SPDR

Tracking index

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

MSCI WORLD FACTOR MIX A-SERIES INDEX - USD

Asset class

ETF

ETF

Management fee

0.26 %

0.18 %

Price

$99.82

$32.56

Size

$6.493 million

$321.184 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.67 %

4.03 %

Market

ASX

ASX

First listed date

21/09/2023

14/09/2015

Purchase fee

$6.50

$6.50


Community Stats

IUSG

QMIX

Popularity

N/A

Low

Pearlers invested

0

16

Median incremental investment

$0

$2,500.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,118.84

Average age group

N/A

> 35


Pros and Cons

IUSG

QMIX

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

IUSG

QMIX

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

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