Compare AU
Compare SFY 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 SFY and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $555.77 | $504.96 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,274.65 | $574.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | USTB | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 732.4m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (13.34 %) BHP Group Ltd (10.22 %) CSL Ltd (6.52 %) | Global X Us Treasury Bond ETF (Currency Hedged). (100 %) |
Top 3 industries | Financials (55.27 %) Materials (17.26 %) Health Care (10.71 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.19 % |
Key Summary
SFY | USTB | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 50 Index - AUD | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.19 % |
Price | $68.90 | $9.26 |
Size | $729.306 million | N/A |
10Y return | 21.00 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.85 % | 1.17 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $555.77 | $504.96 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,274.65 | $574.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | USTB | |
|---|---|---|
Pros |
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Cons |
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SFY | USTB |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |