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Compare QMIX vs. IGB

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

SPDR MSCI World Quality Mix Fund

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

Community Stats

QMIX

IGB

Popularity

Low

Low

Pearlers invested

16

3

Median incremental investment

$2,500.00

$821.37

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,145.41

$2,260.67

Average age group

> 35

26 - 35


Key Summary

QMIX

IGB

Strategy

QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 182.08m in AUM and 1052 holdings. 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.

IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

Top 3 holdings

Apple Inc (2.50 %)

Microsoft Corp (2.32 %)

Meta Platforms Inc Class A (1.86 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Top 3 industries

Information Technology (43.01 %)

Health Care (22.88 %)

Communication Services (19.75 %)

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

United States (67.46 %)

Japan (7.23 %)

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

Management fee

0.18 %

0.26 %


Key Summary

QMIX

IGB

Issuer

SPDR

iShares

Tracking index

MSCI WORLD FACTOR MIX A-SERIES INDEX - USD

Bloomberg AusBond Treasury (0+Y)

Asset class

ETF

ETF

Management fee

0.18 %

0.26 %

Price

$32.77

$98.29

Size

$190.987 million

$366.621 million

10Y return

N/A

-6.31 %

Annual distribution yield (5Y)

4.03 %

1.75 %

Market

ASX

ASX

First listed date

14/09/2015

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

QMIX

IGB

Popularity

Low

Low

Pearlers invested

16

3

Median incremental investment

$2,500.00

$821.37

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,145.41

$2,260.67

Average age group

> 35

26 - 35


Pros and Cons

QMIX

IGB

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

QMIX

IGB

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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