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Compare US10 vs. IIGF
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 Intelligent Investor Eq Growth Fund Active ETF (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 | 13 |
Median incremental investment | $614.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,867.50 | $2,650.06 |
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 ETF currently has 94.3m in AUM and 30 holdings. 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 4.625% (9.46 %) United States Treasury Notes 4.375% (9.17 %) United States Treasury Notes 4.25% (9.14 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) |
Top 3 industries | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) | |
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 | $51.21 | $3.21 |
Size | $26.280 million | $96.002 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.54 % | 5.59 % |
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 | 13 |
Median incremental investment | $614.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,867.50 | $2,650.06 |
Average age group | > 35 | > 35 |
Pros and Cons
US10 | IIGF | |
|---|---|---|
Pros |
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Cons |
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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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |