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Compare QUAL vs. USTB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are QUAL and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | USTB | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,430 | 5 |
Median incremental investment | $993.50 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,404.04 | $2,572.86 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | USTB | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Meta Platforms Inc Class A (5.08 %) NVIDIA Corp (4.78 %) Apple Inc (4.75 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | |
Top 3 countries | United States (76.41 %) Switzerland (5.61 %) United Kingdom of Great Britain and Northern Ireland (4.19 %) | |
Management fee | 0.4 % | 0.19 % |
Key Summary
QUAL | USTB | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | MSCI World ex Australia Quality Index - AUD | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.19 % |
Price | $59.88 | $9.35 |
Size | $8.041 billion | N/A |
10Y return | 227.21 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.05 % | 2.26 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | USTB | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,430 | 5 |
Median incremental investment | $993.50 | $1,434.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,404.04 | $2,572.86 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | USTB | |
|---|---|---|
Pros |
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Cons |
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QUAL | USTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |