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Compare AU
Compare USD vs. IAF
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 U.S. Dollar ETF (USD) and the iShares Core Composite Bond ETF (IAF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USD | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 534 |
Median incremental investment | $1,934.04 | $1,060.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $926.64 | $2,906.67 |
Average age group | > 35 | > 35 |
Key Summary
USD | IAF | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. |
Top 3 holdings | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) | AUSTRALIA (COMMONWEALTH OF) RegS (2.49 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.44 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) |
Top 3 countries | ||
Management fee | 0.0045 % | 0.0015 % |
Key Summary
USD | IAF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.0045 % | 0.0015 % |
Price | $14.04 | $100.23 |
Size | $57.165 million | $3.563 billion |
10Y return | 8.75 % | -6.79 % |
Annual distribution yield (5Y) | 2.54 % | 2.14 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 534 |
Median incremental investment | $1,934.04 | $1,060.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $926.64 | $2,906.67 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | IAF | |
|---|---|---|
Pros |
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Cons |
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USD | IAF |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |