Compare AU

Compare IUSG vs. SSO

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 S&P/ASX Small Ordinaries Fund (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IUSG

SSO

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$6,000.00

Median investment frequency

N/A

Weekly

Median total investment

$0

$1,679.00

Average age group

N/A

> 35


Key Summary

IUSG

SSO

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

SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 26.91m in AUM and 204 holdings. The SPDR S&P/ASX Small Ordinaries Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index.

Top 3 holdings

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

Life360 Inc Chess Depository Interest (1.75 %)

Alcoa Corp Chess Depository Receipt (1.71 %)

Zip Co Ltd (1.47 %)

Top 3 industries

Financials (47.53 %)

Other (24.67 %)

Energy (22.19 %)

Top 3 countries

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Management fee

0.26 %

0.5 %


Key Summary

IUSG

SSO

Issuer

iShares

SPDR

Tracking index

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

S&P/ASX Small Ordinaries index - AUD

Asset class

ETF

ETF

Management fee

0.26 %

0.5 %

Price

$101.59

$14.60

Size

$6.532 million

$26.783 million

10Y return

N/A

35.44 %

Annual distribution yield (5Y)

0.67 %

6.16 %

Market

ASX

ASX

First listed date

21/09/2023

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

IUSG

SSO

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$6,000.00

Median investment frequency

N/A

Weekly

Median total investment

$0

$1,679.00

Average age group

N/A

> 35


Pros and Cons

IUSG

SSO

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

IUSG

SSO

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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