Compare AU
Compare ROYL 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 BetaShares Global Royalties ETF (ROYL) and the Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ROYL | IGB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $700.30 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,675.52 | $1,863.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
ROYL | IGB | |
---|---|---|
Strategy | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. | 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 | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0.69 % | 0.26 % |
Key Summary
ROYL | IGB | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.26 % |
Price | $10.88 | $98.10 |
Size | $11.057 million | $372.991 million |
10Y return | N/A | -7.32 % |
Annual distribution yield (5Y) | 1.27 % | 1.75 % |
Market | ASX | ASX |
First listed date | 12/09/2022 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROYL | IGB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $700.30 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,675.52 | $1,863.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ROYL | IGB | |
---|---|---|
Pros |
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Cons |
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ROYL | IGB |
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Higher exposure to AU market | Lower exposure to AU market |
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 |