Compare AU

Compare IUSG vs. VDBA

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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IUSG

VDBA

Popularity

N/A

Low

Pearlers invested

0

34

Median incremental investment

$0

$1,997.59

Median investment frequency

N/A

Monthly

Median total investment

$0

$5,169.60

Average age group

N/A

> 35


Key Summary

IUSG

VDBA

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

VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.

Top 3 holdings

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

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

Top 3 industries

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Top 3 countries

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

Management fee

0.26 %

0.27 %


Key Summary

IUSG

VDBA

Issuer

iShares

Vanguard

Tracking index

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

A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR

Asset class

ETF

ETF

Management fee

0.26 %

0.27 %

Price

$99.82

$57.44

Size

$6.493 million

$1.129 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.67 %

4.56 %

Market

ASX

ASX

First listed date

21/09/2023

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IUSG

VDBA

Popularity

N/A

Low

Pearlers invested

0

34

Median incremental investment

$0

$1,997.59

Median investment frequency

N/A

Monthly

Median total investment

$0

$5,169.60

Average age group

N/A

> 35


Pros and Cons

IUSG

VDBA

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

IUSG

VDBA

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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