Compare AU
Compare QMIX vs. IGB
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 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 |
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Cons |
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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 |