Compare AU

Compare MTUM vs. IUSG

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

BetaShares Australian Momentum ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MTUM and IUSG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MTUM

IUSG

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$504.00

$0

Median investment frequency

Quarterly

N/A

Median total investment

$583.30

$0

Average age group

26 - 35

N/A


Key Summary

MTUM

IUSG

Strategy

N/A

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

Top 3 holdings

BetaShares Australian Momentum ETF (100 %)

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

Top 3 industries

Top 3 countries

Management fee

0 %

0.26 %


Key Summary

MTUM

IUSG

Issuer

iShares

Tracking index

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

Asset class

Stock

ETF

Management fee

0 %

0.26 %

Price

$27.13

$101.38

Size

N/A

$6.532 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

0.67 %

Market

ASX

ASX

First listed date

23/07/2024

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

MTUM

IUSG

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$504.00

$0

Median investment frequency

Quarterly

N/A

Median total investment

$583.30

$0

Average age group

26 - 35

N/A


Pros and Cons

MTUM

IUSG

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

MTUM

IUSG

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower dividend/distribution yield

Higher dividend/distribution yield

Home