Compare AU

Compare US10 vs. IIGF

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Us Treasury Bond 7-10Yr Ch ETF

ASX

Buy

Buy

Overview
Performance

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 Intelligent Investor Aus Equity Growth Fund (Managed Fund) (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

US10

IIGF

Popularity

Low

Low

Pearlers invested

3

17

Median incremental investment

$1,749.00

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$4,868.75

$2,103.99

Average age group

> 35

> 35


Key Summary

US10

IIGF

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.

IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.

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 %)

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

Management fee

0.22 %

0.97 %


Key Summary

US10

IIGF

Issuer

BetaShares

Intelligent Investor

Tracking index

Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.22 %

0.97 %

Price

$51.08

$3.02

Size

$20.616 million

$103.135 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.59 %

5.21 %

Market

ASX

ASX

First listed date

25/09/2023

05/10/2020

Purchase fee

$6.50

$6.50


Community Stats

US10

IIGF

Popularity

Low

Low

Pearlers invested

3

17

Median incremental investment

$1,749.00

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$4,868.75

$2,103.99

Average age group

> 35

> 35


Pros and Cons

US10

IIGF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

US10

IIGF

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

Lower distribution yield

Higher distribution yield

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