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Compare SPY vs. IUSG
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 State Street SPDR S&P 500 ETF (SPY) and the iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | IUSG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 1 |
Median incremental investment | $1,200.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,955.00 | $74,989.75 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | IUSG | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index |
Top 3 holdings | NVIDIA Corp (7.81 %) Apple Inc (6.36 %) Microsoft Corp (6.00 %) | iShares $ Treasury Bond ETF AUD H Dist (99.98 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | |
Management fee | 0.0945 % | 0.26 % |
Key Summary
SPY | IUSG | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P 500 | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.26 % |
Price | $985.00 | $101.75 |
Size | $25.862 thousand | $12.653 million |
10Y return | 274.94 % | N/A |
Annual distribution yield (5Y) | 1.15 % | 3.07 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 21/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | IUSG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 1 |
Median incremental investment | $1,200.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,955.00 | $74,989.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | IUSG | |
|---|---|---|
Pros |
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Cons |
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SPY | IUSG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |