Compare AU
Compare US10 vs. EIGA
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 Us Treasury Bond 7-10Yr Ch ETF (US10) and the Aussie Dividends (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
US10 | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 62 |
Median incremental investment | $1,749.00 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $1,505.43 |
Average age group | > 35 | > 35 |
Key Summary
US10 | EIGA | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | United States Treasury Notes 4.375% (10.28 %) United States Treasury Notes 4% (9.88 %) United States Treasury Notes 4.5% (9.87 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) | |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.22 % | 0.8 % |
Key Summary
US10 | EIGA | |
|---|---|---|
Issuer | BetaShares | Perennial |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.8 % |
Price | $50.87 | $3.89 |
Size | $21.415 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.59 % | 6.44 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 62 |
Median incremental investment | $1,749.00 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $1,505.43 |
Average age group | > 35 | > 35 |
Pros and Cons
US10 | EIGA | |
|---|---|---|
Pros |
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Cons |
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US10 | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |