Compare AU
Compare IUSG vs. VVLU
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 Vanguard Global Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IUSG | VVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 44 |
Median incremental investment | $0 | $2,025.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,610.90 |
Average age group | N/A | > 35 |
Key Summary
IUSG | VVLU | |
|---|---|---|
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 | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics |
Top 3 holdings | iShares $ Treasury Bond ETF AUD H Dist (99.99 %) | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) |
Top 3 industries | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) | |
Top 3 countries | United States (68.77 %) Japan (6.48 %) United Kingdom of Great Britain and Northern Ireland (4.51 %) | |
Management fee | 0.26 % | 0.28 % |
Key Summary
IUSG | VVLU | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.28 % |
Price | $99.82 | $73.93 |
Size | $6.493 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 3.84 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | VVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 44 |
Median incremental investment | $0 | $2,025.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,610.90 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | VVLU | |
|---|---|---|
Pros |
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Cons |
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IUSG | VVLU |
|---|---|
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 |