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Compare REIT vs. ULTB
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 VanEck Ftse International Property (Aud Hedged) ETF (REIT) and the iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
REIT | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 96 | 1 |
Median incremental investment | $993.50 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,585.70 | $72,267.57 |
Average age group | > 35 | > 35 |
Key Summary
REIT | ULTB | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 777.07m in AUM and 309 holdings. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | N/A |
Top 3 holdings | Welltower Inc (8.62 %) Prologis Inc (7.72 %) Equinix Inc (6.33 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.94 %) AUD CASH (0.05 %) EUR CASH (0.00 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | |
Management fee | 0.43 % | 0 % |
Key Summary
REIT | ULTB | |
|---|---|---|
Issuer | VanEck | |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.43 % | 0 % |
Price | $17.33 | $90.20 |
Size | $761.258 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.04 % | 2.54 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 96 | 1 |
Median incremental investment | $993.50 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,585.70 | $72,267.57 |
Average age group | > 35 | > 35 |
Pros and Cons
REIT | ULTB | |
|---|---|---|
Pros |
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Cons |
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REIT | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |